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G.W. SHERWOLD ASSOCIATES, INC.
CRD 42186 · SEC 801-118949
22994 EL TORO RD, LAKE FOREST, CA, 92630, United States
Phone
949-470-0700
Fax
949-470-0707
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$572.4M
Discretionary AUM
$146.5M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 415 | $146.5M |
| Pension/profit sharing plans | 9 | $425.9M |
States served
CA, CO, TX
All web addresses on file
Official SEC filing: View on IAPD