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Sherman Wealth Management
SHERMAN WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in Gaithersburg, MD, registered since 2024. The firm manages $160 million in assets, with...
Sherman Wealth Management
SHERMAN WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in Gaithersburg, MD, registered since 2024. The firm manages $160 million in assets, with $156 million managed on a discretionary basis. It employs 5 staff and 3 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2003
Location
Region
North America
Country
United States
City
Gaithersburg
Corporate office
New York, NY, United States
Principals
Matthew Sherman
President and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Sherman Wealth Management?
Matthew Sherman, the firm's President and CEO, leads investment decisions. He founded the firm in 2003 and continues to oversee portfolio construction and client strategy. No deputy CIO or separate investment committee is publicly named.
How does Sherman Wealth Management structure its investment approach?
The firm uses a customized advisory model — each client receives a bespoke portfolio allocation rather than a pooled fund. Sherman Wealth builds separate accounts across public equity, fixed income, private credit, and real assets, allowing tax and liquidity tailoring per family.
What is Sherman Wealth's posture on direct investments vs. fund commitments?
The firm prefers direct investments via separate accounts for its clients, avoiding pooled fund-of-funds structures. This allows Sherman to customize liquidity, sector allocation, and tax treatment per family, though fund usage is possible for illiquid strategies.
What investment stages does Sherman Wealth typically target?
The firm focuses on liquid and semi-liquid asset classes — public equities and fixed income are core. Private allocations, where present, skew toward late-stage private credit and real assets rather than early-stage venture or growth equity.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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