THE SHER WEALTH MANAGEMENT GROUP

Legal name: THE SHER WEALTH MANAGEMENT GROUP, INC.

CRD 172369File 801-131993

APPROVED

Retail clients

Filing as of Jan 15, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$145.6M

Bottom 25% of cohort (national)

Discretionary AUM

$145.6M

Clients

146 accounts

Employees

Bottom 25% of cohort in MA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: BRO
Registration date: Feb 18, 2025
Principal office: 75 SECOND AVE., SUITE 605, NEEDHAM, MA, 02494
Phone: (617) 928-3656
Website: HTTP://WWW.SHERWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $145.6M
Discretionary AUM: $145.6M
Non-discretionary AUM: $0
Discretionary accounts: 146
Non-discretionary accounts: 0
Total accounts: 146
AUM per client: $3.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$110K
Charitable organizations	Fewer than 5	$103K
High net worth individuals	34	$119.9M
Individuals (other than high net worth individuals)	13	$4.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	56	47
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.