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SHERMAN WEALTH MANAGEMENT LLC
SHERMAN WEALTH MANAGEMENT LLC
GAITHERSBURG, Maryland
·
1 registered advisor
·
CRD# 281093
SEC# 801-131124
3
(240) 428-1622
01
Firm Overview
AUM
$112M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SHERMAN WEALTH MANAGEMENT LLC
1 registered advisor
Bradley L Sherman
GAITHERSBURG, Maryland
CRD# 5908754
05
Office Locations
GAITHERSBURG, Maryland
1 advisor
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Data sourced from SEC Form ADV filings. SHERMAN WEALTH MANAGEMENT LLC (CRD# 281093) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.