THE SHER WEALTH MANAGEMENT GROUP
  • THE SHER WEALTH MANAGEMENT GROUP
  • THE SHER WEALTH MANAGEMENT GROUP, INC.

Adviser Profile

As of Date 01/15/2026
Registration SEC, Approved, 02/18/2025
Other registrations (9)
Former registrations

THE SHER WEALTH MANAGEMENT GROUP, INC.

ADV Location NEEDHAM, MA, United States
Contact Info (61 xxxxxxx
Websites
AUM* 145,615,428 12%
of that, discretionary 145,615,428 12%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 997,366 8%
% High Net Worth 58.62% -6%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

146M 125M 104M 83M 62M 42M 21M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees