What departments does Sherman Wealth Management have?

Sherman Wealth Management has employees across 3 departments including Analytics, Finance, Customer Success.

What is the largest department at Sherman Wealth Management?

The largest department at Sherman Wealth Management is Analytics with 1 employees.

Where are Sherman Wealth Management employees located globally?

Sherman Wealth Management has employees across 1 continents and 1 countries including United States Of America.

Sherman Wealth Management Employee Directory

Financial ServicesMaryland, United States2-10 Employees

Sherman Wealth Management is a Registered Investment Advisory firm, in Gaithersburg, MD and Palm Beach Gardens, FL, creating and managing customized, wealth-building financial plans, tailored to your own unique goals, timeline, and evolving life circumstances.

We know that you're an individual, not a demographic, so we don’t just fit you into a formula or feed you into an algorithm. Whether you are considering using a financial advisor for the first time, or want the freedom and individualized attention our approach provides, you can count on us to be your advocate, guiding you every step of the way.

We believe that excellent financial service should be within reach for everyone so we work with our clients on a conflict-free, fee-only basis. Our fee-based approach to financial planning is designed to make you feel comfortable with your investment choices, strategies, and level of risk, whether you’re experienced in managing your money or just getting started.

And as a registered investment advisory firm (RIA) we are held to a high Fiduciary Standard, so your best interests are our best interests.



Sherman Wealth Management is a Registered Investment Advisor. Please see our website for full disclosures: www.shermanwealth.com/disclosures

Find Sherman Wealth Management employees' phone numbers or email addresses

Sherman Wealth Management Global Highlights

North America
11

United States Of America
11

Sherman Wealth Management's Leadership

B. S.
President
Mobile Phone
Email
P. A.
President
Mobile Phone
Email
M. O.
Executive Assistant
Mobile Phone
Email
A. C.
Logistics Coordinator
Mobile Phone
Email
A. P.
Para-Planner/Research Analyst
Mobile Phone
Email
K. M.
Financial Advisor
Mobile Phone
Email
J. P.
Customer Service
Mobile Phone
Email
A. P.
Financial Advisor & Director Of Client Experience
Mobile Phone
Email

Sherman Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Sherman Wealth Management

Name

Title

Contact Info

Location

Last Update

B. S.
President
Mobile Phone
Email
United StatesMaryland
Jan 13, 2026
P. A.
President
Mobile Phone
Email
Oct 16, 2024
M. O.
Executive Assistant
Mobile Phone
Email
United StatesMichigan
Mar 14, 2026
A. C.
Logistics Coordinator
Mobile Phone
Email
Oct 17, 2024
A. P.
Para-Planner/Research Analyst
Mobile Phone
Email
Oct 21, 2024
K. M.
Financial Advisor
Mobile Phone
Email
Jun 27, 2025
J. P.
Customer Service
Mobile Phone
Email
United StatesKansas
Mar 15, 2026
A. P.
Financial Advisor & Director Of Client Experience
Mobile Phone
Email
United StatesDistrict of Columbia
Aug 14, 2024

Frequently Asked Questions

What is Sherman Wealth Management known for?

Sherman Wealth Management was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 9841 Washingtonian Boulevard Suite 247 Gaithersburg, Maryland 20878 United States; you can contact the main corporate office by phone at

+1-240-428-****

. Explore Sherman Wealth Management's company overview page for more information.

What is Sherman Wealth Management's most common email format?

Sherman Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sherman Wealth Management email formats with LeadIQ.

How many employees does Sherman Wealth Management have currently?

Sherman Wealth Management has approximately 3 employees as of March 2026. These team members are located across 1 continents, including North America.

Who are Sherman Wealth Management's key employees and leadership?

As of March 2026, Sherman Wealth Management's key employees include:

President: B. S.
President: P. A.
Executive Assistant: M. O.
Logistics Coordinator: A. C.
Para-Planner/Research Analyst: A. P.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking