Data / Investment advisers / Massachusetts / The Sher Wealth Management Group
The Sher Wealth Management Group, Needham, MA: $146 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
The Sher Wealth Management Group is an SEC registered investment adviser with its main office in Needham, Massachusetts and reports $146 million in regulatory assets under management in its Form ADV filed January 15, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 172369
- SEC file number
- 801-131993
- SEC status
- Approved, effective February 18, 2025
- Legal name
- The Sher Wealth Management Group, Inc.
- Main office
- 75 Second Ave. Suite 605, Needham, MA 02494
- Phone
- (617) 928-3656
- Website
- sherwealth.com
- Regulatory AUM
- $145,615,428 in the Form ADV filed January 15, 2026
- Discretionary AUM
- $145,615,428
- Accounts
- 146
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- January 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 34 | $119.9 million |
| Individuals (other than high net worth individuals) | 13 | $4.9 million |
| Corporations or other businesses | Fewer than 5 | $110,495 |
| Charitable organizations | Fewer than 5 | $103,348 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $145.6 million | January 15, 2026 |
| December 1, 2025 | $129.6 million | February 28, 2025 |
Other advisers in Needham
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Darrow Wealth Management | Needham | $392.4 million | Not listed | adviserinfo.sec.gov |
| Commons Capital, LLC | Needham | $307.4 million | Not listed | adviserinfo.sec.gov |
| Worldly Partners Management, LLC | Needham | $226.8 million | 1 | adviserinfo.sec.gov |
| Traub Capital Management | Needham | $210.8 million | Not listed | adviserinfo.sec.gov |
| Forness Financial LLC | Needham | $202.8 million | Not listed | adviserinfo.sec.gov |
| Breakwater Financial, LLC | Needham | $127.9 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Needham, MA
- Investment advisers in Massachusetts
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- The Sher Wealth Management Group on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.