# The Sher Wealth Management Group

> The Sher Wealth Management Group is an SEC-registered investment advisory firm in Needham, MA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 15, 2026.

- CRD: 172369
- Filed as: THE SHER WEALTH MANAGEMENT GROUP
- Legal name: The Sher Wealth Management Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Needham, MA
- Filing period: October 2026
- Form ADV filing dated: January 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/172369
- AdvisorCensus page: https://advisorcensus.com/firm/the-sher-wealth-management-group-needham-ma-172369

## Quick answers

**How is The Sher Wealth Management Group compensated?**
On its Form ADV (Item 5.E, October 2026), The Sher Wealth Management Group reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Sher Wealth Management Group located?**
The Sher Wealth Management Group's principal office is in Needham, MA, according to its Form ADV.

**Is The Sher Wealth Management Group registered with the SEC or a state?**
The Sher Wealth Management Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 172369.

**How much does The Sher Wealth Management Group manage?**
The Sher Wealth Management Group reports $145,615,428 in regulatory assets under management in its Form ADV filing dated January 15, 2026 (100% discretionary).

**How have The Sher Wealth Management Group's assets and staff changed since 2025?**
In the Form ADV data for The Sher Wealth Management Group: Regulatory assets under management: $129,647,339 in the October 2025 data and $145,615,428 in the October 2026 data, up 12%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Sher Wealth Management Group serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (34); individuals (other than high net worth individuals) (13); other (9).

**Which custodians does The Sher Wealth Management Group use?**
The Sher Wealth Management Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does The Sher Wealth Management Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/172369

**What changed in The Sher Wealth Management Group's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $129,647,339 to $145,615,428 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $145,615,428
- Discretionary: $145,615,428
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $4,885,231 |
| High net worth individuals | 34 | $119,909,680 |
| Charitable organizations | Fewer than 5 | $103,348 |
| Corporations or other businesses not listed above | Fewer than 5 | $110,495 |
| Other | 9 | $20,606,674 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA, NH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sherwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $129,647,339 | 2 | February 28, 2025 |
| October 2026 | $145,615,428 | 2 | January 15, 2026 |

Regulatory assets under management: $129,647,339 in the October 2025 data and $145,615,428 in the October 2026 data, up 12%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $129,647,339 to $145,615,428 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Sher Wealth Management Group (CRD 172369): Form ADV filing data as of October 2026.