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| Keyboard |
| GW Sherwold Associates Inc
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|---|---|
| CRD # | 42186 |
| SEC # | 801-118949 |
| CIK # | |
| AUM | 572.4 M (2026-02-13) |
| Employees | 3 (33% Investors, 100% Brokers) |
| Phone | 949-470-0700 |
| Address | 22994 El Toro Rd Lake Forest, CA 92630 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 415 | 146.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 425.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 786 | 572.4 |
| By Discretionary | ||
| Discretionary | 777 | 146.5 |
| Non-Discretionary | 9 | 425.9 |
| Total | 786 | 572.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 572.4 | |
| Total | 786 | 572.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Berkeley Inc
✚
|
ID | 573.9 M |
|
Curtis Advisory Group LLC
✚
|
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|
FSA Advisors Inc
✚
|
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|
Burkett Financial Services LLC
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|
North Shore Private Asset Management LLC
✚
|
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|
The Ithaka Group LLC
✚
|
VA | 572.1 M |
|
Prasad Wealth Partners LLC
✚
|
OH | 572.1 M |
|
Family WMS LLC
✚
|
GA | 571.6 M |
|
Westward Investment Advisory LLC
✚
|
KS | 571.5 M |
|
Sanchez Wealth Management Group LLC
✚
|
FL | 571.2 M |