# Ashley Perlmutter

> Ashley Perlmutter is a fee-only financial advisor at Sherman Wealth in Gaithersburg, Maryland. Ashley focuses on equity compensation, estate & legacy planning and tax planning. Sherman Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ashley-perlmutter/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sherman Wealth
- **Based in:** Gaithersburg, Maryland
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Fees (firm's website):** no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $160.3M across 399 accounts
- **Specialties:** Equity compensation, Estate & legacy planning, Tax planning, Retirement planning, Student loans
- **Works with:** Founders, Early-career professionals, Mid-life transitions
- **CRD:** 7433021 (https://adviserinfo.sec.gov/individual/summary/7433021)
- **SEC registration:** Investment adviser representative in FL, MD, NY, TX
- **Exams passed:** Series 65 (2021)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.shermanwealth.com

## Frequently asked questions

### Is Ashley Perlmutter a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ashley holds no broker registration, and Sherman Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ashley charge for financial advice?

Ashley's firm, Sherman Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### How much does Ashley charge?

According to Sherman Wealth's website, checked October 30, 2026: no asset minimum.

### Does Ashley work with clients virtually?

Yes. Sherman Wealth says on its website that it works with clients remotely.

### Where is Ashley Perlmutter based?

Ashley Perlmutter is based in Gaithersburg, Maryland.

### What does Ashley specialize in?

Ashley's specialties include equity compensation, estate & legacy planning, tax planning, retirement planning and student loans. Ashley works with founders, early-career professionals and mid-life transitions.

### Is Ashley Perlmutter registered with the SEC?

Yes. Ashley Perlmutter is registered as an investment adviser representative in FL, MD, NY and TX (CRD 7433021), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sherman Wealth manage?

Sherman Wealth reports $160.3M across 399 accounts in assets under management.

### How do I contact Ashley Perlmutter?

Through Ashley's website, www.shermanwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7433021): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://shermanwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.