The Sher Wealth Management Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$145,615,428
Total clients
47
72% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
24
Average account size
$3,098,201
About
The Sher Wealth Management Group primarily serves individual retail clients, including high‑net‑worth individuals, IRAs, trusts, estates and corporate entities. The firm provides comprehensive, fee‑based wealth management and portfolio management services—covering retirement planning, cash flow analysis, tax review and estate planning—and delivers discretionary asset management through LPL‑custodied Strategic Wealth Management accounts and LPL‑sponsored programs (OMP, PWP, MWP).
Sher Wealth tailors portfolios using a mix of fundamental, valuation and technical analysis across mutual funds, ETFs, equities, fixed income and options, and emphasizes continuous account management with periodic rebalancing and at least annual reviews. The firm implements client strategies on a discretionary basis and relies on LPL for custody, trade execution and program overlays, receiving platform research and support in return.
Compared with many peers, Sher Wealth is a small supported adviser (two advisors, about $145.6 million AUM and 47 clients) that discloses and advertises third‑party ratings and that uses borrowing within separately managed account strategies—both features that are uncommon among similar firms. The brochure also highlights the founder’s continued affiliation with LPL and the firm’s transparent disclosures about conflicts stemming from shared program fees and occasional commissionable product sales.
Client services
Expertise
Fee options
Up to 1.25% annually, negotiable
Commissions charged separately for insurance and securities products, not charged in addition to advisory fees
Account minimum: $250,000 generally or $500,000 aggregate across platforms (exceptions possible)
Main office location
The Sher Wealth Management Group
75 Second Ave., Suite 605
Needham MA 02494, United States
Number of offices
1
Most active in
Massachusetts · New Hampshire · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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