Natalie Beth Sherman
Investment adviser representative at &wealth Partners
16 yearsExperience
2 statesRegistered in
$508.2MFirm assets
17 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
Experience
16 years in the industry.
- &wealth PartnersMay 2020 to now
- Gallagher Evelius & Jones LLPApr 2010 to Apr 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (MD, NY).
&wealth Partners
Legal name: And Wealth Partners, LLC
$508.2MAssets managed
103Clients
3Advisers
17 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
- 7254166
- Firm CRD
- 149136