Sherman Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sherman Wealth provides advisory services to individuals, high‑net‑worth clients, trusts, estates, businesses and retirement plans. Services described in the brochure include discretionary investment management as part of broader wealth management, financial and tax planning, cash management, and retirement‑plan advisory and consulting.
The firm follows a customized, open‑architecture approach focused on long‑term investing, strategic asset allocation and fundamental analysis, typically using low‑cost mutual funds, ETFs and alternative investments selected after internal due diligence. Sherman Wealth may recommend or retain independent third‑party advisers to manage portions of client portfolios and generally implements and monitors portfolios on a discretionary basis consistent with client goals and risk tolerances.
What distinguishes the firm from many peers are its disclosed industry affiliations and product mix: principals maintain private real‑estate and private‑equity interests through affiliated entities and have an ownership interest in a company that controls a registered adviser and a broker‑dealer, and the adviser may recommend or facilitate client investments in privately offered exchange funds managed within that network. The brochure also notes the firm provides educational seminars and speaking engagements and warns that some recommended private pooled vehicles can be illiquid or employ leverage or margin, exposing client accounts to borrowing‑related risks.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning, tax planning, cash management, retirement plan advisory services and educational seminars ranging up to $20,000 per event
$0 - $500,000: 1.00% annually $500,001 - $1,000,000: 0.90% annually $1,000,001 - $3,000,000: 0.75% annually $3,000,001 - $6,000,000: 0.60% annually $6,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.25% annually
Up to $550 per hour depending on service
Fee-only: Hourly rates up to $550 per hour; fixed fees up to $10,000 for some services; project-based fees; ongoing planning fees up to $10,000 annually; tax planning fees from $500 to $5,000; retirement plan consulting fees as fixed or asset-based up to 1.00% annually
Main office
See office9841 Washingtonian Blvd, Suite #200
Gaithersburg MD 20878
Advisors at this office
2
Offices (2)
Most active in
California · Colorado · District of Columbia · Florida · Illinois · Maryland · New York · Texas · Virginia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Ashley P
Series 65
Gaithersburg, MD
Sherman Wealth Management LLC
Ashley Perlmutter is a financial advisor at Sherman Wealth Management LLC with four years of industry experience. She holds the Series 65 designation and has worked at Sherman Wealth Management since 2020, following four years at the University of Maryland. Outside of financial advising, she operates a small affiliate linking and clothing resale business. Sherman Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm uses a customized, open-architecture investment approach focused on long-term investing and strategic asset allocation, often incorporating low-cost mutual funds, ETFs, alternative investments, and third-party advisers.
Andrew P
CFP®, Series 66
Winter Garden, FL
Sherman Wealth Management LLC
Andrew Prescott III is a CFP® with 20 years of industry experience, currently serving at Sherman Wealth Management LLC since 2022. His prior work includes roles at Ocean Breeze Wealth LLC, Morgan Stanley Smith Barney, and Citigroup Global Markets. He also works as a paraplanner, focusing on data gathering, financial plan preparation, research, and analysis. Sherman Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm follows a customized, open-architecture approach emphasizing long-term investing, strategic asset allocation, and fundamental analysis, typically utilizing low-cost mutual funds, ETFs, and alternative investments.
Bradley S
Series 66
Gaithersburg, MD
Sherman Wealth Management LLC
Bradley Sherman is a financial advisor at Sherman Wealth Management LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at Sherman Wealth Management since 2013, previously spending four years at Osaic FS, Inc. Outside of advising, Sherman is a co-owner of real estate rental properties, where he is involved in property maintenance and rent collection. Sherman Wealth Management provides advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm employs a customized, open-architecture investment approach focused on long-term investing, strategic asset allocation, and fundamental analysis, utilizing low-cost mutual funds, ETFs, and alternative investments.
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