Ashley Perlmutter
Sherman Wealth · Gaithersburg, Maryland
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.
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Specialties
Who they serve
- Founders
- Early-career professionals
- Mid-life transitions
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 |
| Accepting new clients | Yes |
| Assets under management | $160.3M across 399 accounts |
| SEC registration | Investment adviser representative in FL, MD, NY, TX · CRD 7433021 |
| Exams passed | Series 65 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.shermanwealth.com |
| Profile |
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Questions about Ashley
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Sherman Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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