Sherman Financial & Wealth Management

Overview

Sherman Financial & Wealth Management is a state registered investment adviser based in Daniel Island, SC, registered since 2017. It reports $6.8M in assets under management across 19 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$6.8M

Discretionary

83%

Accounts

19

Average account

$358K

Employees

1

Advisory reps

1

Registered since

2017

Jurisdictions

1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Other Fees and Percentage of Assets

Executive officers 1 of 1

• Patrick Ewing Sherman Financial Advisor, Chief Compliance Officer CRD 5653638

Advisory reps 1 of 1

• Patrick Ewing Sherman Investment Adviser Rep CRD 5653638

Location

Headquarters

1410 Elfe St
Daniel Island, SC 29492

County

Berkeley

Metro area

Charleston-North Charleston, SC

Region

South

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: shermanwealth.net

Every state, with registration dates

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