# Sherman Wealth Management

Sherman Wealth Management is a Multi Family Office based in Gaithersburg, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Gaithersburg, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2003
- **Assets under management:** $250M - $500M (Altss estimate)
- **Website:** shermanwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/bradlsherman

## Regulatory record

- **CRD number:** 281093
- **SEC file number:** 801-131124
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281093

## About

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.

## Sectors

- Private Wealth Management
- Financial Planning

## People

- Matthew Sherman — President and CEO

## 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.

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- [EKON ADVISORS, LLC](https://altss.com/profile/ekon-advisors-llc)
- [LIF General Partner](https://altss.com/profile/lif-general-partner-limited)

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Last updated: 2026-07-06T01:24:25.438Z

Canonical page: https://altss.com/profile/sherman-wealth-management-llc

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