RIA Intel›Advisers›North Carolina›SHERMAN WEALTH SOLUTIONS LLC

SHERMAN WEALTH SOLUTIONS LLC

Advisory

CHARLOTTE, NC

Data as of Apr 24, 2026 · Source: SEC Form ADV

Average account

$162K

across 180 accounts

AUM per adviser

$29M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 24, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$29M

Discretionary AUM$16M

Non-Discretionary AUM$13M

Discretionary %55.6%

Total Clients66

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

66 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NC

Closest by assets under management. All figures from Form ADV.

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$30M

ASCENDANT CAPITAL RESEARCH, LTD.

$30M

SENTRY CONSULTING, INC.

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