Bradley L Sherman
Investment adviser representative at Sherman Wealth Management LLC
13 yearsExperience
4 statesRegistered in
$160.3MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Sherman Wealth Management LLCSep 2015 to now
- Sherman Weatlh Management, LLCApr 2013 to now
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 4 states (CO, FL, MD, TX).
Sherman Wealth Management LLC
$160.3MAssets managed
143Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5908754
- Firm CRD
- 281093