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Sherman Wealth Solutions LLC
Sherman Wealth Solutions LLC is a registered investment advisor operating as a multi-family office, providing wealth management to high-net-worth families.
Sherman Wealth Solutions LLC
Sherman Wealth Solutions LLC was founded as a registered investment advisor (RIA) focused on multi-family office services. The firm targets high-net-worth families, offering investment management and wealth advisory. Its exact founding year and founding principals are not disclosed in public records. The firm's strategy likely spans asset classes typical of multi-family offices, including public equities, fixed income, and alternative investments. Without publicly available data on portfolio companies or specific deals, the scope of direct investing or fund commitments is unclear. Geographic focus is not specified. No public information on team size, additional offices, or recent operational events is available. There are no known philanthropic vehicles or operating companies linked to the firm. The firm's structure as a registered investment advisor suggests a regulatory posture under SEC oversight, distinguishing it from more private family offices. This imposes fiduciary obligations and disclosure requirements. However, without further public detail, its unique differentiator remains unspecified.
General information
Firm type
Multi Family Office
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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Frequently asked questions
Who runs investment decisions at Sherman Wealth Solutions?
The firm's investment decision-makers are not publicly identified. As an RIA, it is subject to SEC oversight, but specific principals are not listed in publicly available sources.
How does Sherman Wealth Solutions source proprietary deal flow?
No public information exists on the firm's deal sourcing. It likely relies on its network and external managers, typical for a multi-family office RIA.
Is Sherman Wealth Solutions structured as a single family office or multi-family office?
Based on its name and registration as an RIA, it operates as a multi-family office serving multiple families, rather than a single-family office.
Does Sherman Wealth Solutions participate in fund commitments or only direct deals?
No data is publicly available on whether the firm makes fund commitments or direct investments. Its RIA structure typically supports both, but specifics are undisclosed.
What investment stages does Sherman Wealth Solutions typically target?
Target investment stages are not disclosed. As a multi-family office, it may cover growth equity, buyouts, and public markets, but no confirmation exists.
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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