Investment adviser · CRD 172369
THE SHER WEALTH MANAGEMENT GROUP
Investment adviser filing (IA)
THE SHER WEALTH MANAGEMENT GROUP, INC.
NEEDHAM, MA, United States · Form ADV filed Jan 15, 2026
- Regulatory AUM
- $146M Form ADV · Item 5.F
- Client accounts
- 146 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 34 | $119,909,680 | 82.3% |
| Other clients | 9 | $20,606,674 | 14.2% |
| Individuals | 13 | $4,885,231 | 3.4% |
| Corporations & businesses | Fewer than 5 | $110,495 | 0.1% |
| Charities | Fewer than 5 | $103,348 | 0.1% |
Filing source
Form ADV 2038865 · Jan 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jan 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
75 SECOND AVE., SUITE 605NEEDHAM, MA, 02494, United States
CRD 172369
Filing source
Form ADV 2038865 · Jan 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.