A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.

Why are some filings missing?

New filings appear as the SEC updates EDGAR, and older records can vary by availability.

How often is this page updated?

Updates follow new EDGAR submissions and periodic data refreshes.

SEC EDGAR filings, ownership reports, and insider transactions for Sherman Wealth Management LLC.

Business address: 9841 Washingtonian Blvd, Suite 200, Gaithersburg, MD, 20878
Top securities (13F): MGK, VIG, VYM, SPDW, JPST, QUAL, JBND, VEA, USMV, BIL, VOOG, AAPL, SPLV, TQQQ, DGRW, BOXX, SPEM, NVDA, VTI, and IJR
State of incorporation: MD
Fiscal year end: 31 December

Sherman Wealth Management LLC has filed 2 SEC EDGAR filings since 14 Jan 2026

Recent SEC filings for Sherman Wealth Management LLC including 13F-HR/A, 13F-HR.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR/A	Open 13F-HR/A document	View SEC filing for 13F-HR/A		15 Jan 2026	31 Dec 2025	028-25913
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		14 Jan 2026	31 Dec 2025	028-25913

Sherman Wealth Management LLC files with the SEC under CIK 0002096110. This page aggregates EDGAR filings and related ownership activity.

What is a CIK?: A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?: New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?: Updates follow new EDGAR submissions and periodic data refreshes.