SourcingSourcing

THE SHER WEALTH MANAGEMENT GROUP, INC.

B61
CRD 172369·SEC 801-131993·NEEDHAM, MA
AUM
$145.6M
$100M-$500M
Est. Revenue
$1.5M
@ 1% on AUM
Est. EBITDA
$437K
@ 30% margin
Est. Deal Value
$3.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE SHER WEALTH MANAGEMENT GROUP, INC.
CRD
172369
SEC file #
801-131993
EIN
—
DBA names
The Sher Wealth Management Group

Economics

AUM
$145.6M
AUM band
$100M-$500M
AUM trajectory
'25'26
$129.6M → $145.6M▲ +12%
Client mix
Individuals High Net Worth34
Individuals Other13
Other9

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
NEEDHAM MA
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
01/15/2026
ADV-W filed at
—
Website
sherwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SHER, PHILIP, JONATHAN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SHER, PHILIP, JONATHAN
WOLF, SHARLENE, RABSON
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SHERWEALTH.COM
Rdap Domain Creation Date
2008-09-17T23:03:20Z
Rdap Firm Age Years
18
Rdap Firm Age Band
10-20y
Rdap Registrar
Misk.com, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-09-17T23:03:20Z
Rdap Domain Last Changed
2025-08-18T16:58:35Z
Rdap Nameservers
Ns1.misk.comNs2.misk.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1457079
Trust Company Affiliate
No

People (2)

2
SHER, PHILIP, JONATHAN
IAR · Direct Owner · 87.5%
1457079
WOLF, SHARLENE, RABSON
IAR · Executive Officer · 2.5%
4695293