G.W. SHERWOLD ASSOCIATES, INC.
SEC Registeredretirement planning with purpose
About the firm
G.W. Sherwold Associates is an independent, privately-owned financial advisory firm that has grown its business almost entirely through client referrals. The firm listens, plans, and stays by clients' sides, offering transparent and consultative financial guidance. Their investment philosophy is grounded in logic, utilizing high-quality institutional funds to reduce volatility and enhance long-term returns.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement Planning, Estate Planning, Charitable Giving, 401(k) & Workplace Plans, Investment Management, and Comprehensive Financial Planning.
Who they serve
Successful individuals and families, as well as employees and business owners, who value long-term thinking.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 415 | $147M |
| High Net Worth Individuals | 0 | — |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 9 | $426M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of February 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. G.W. SHERWOLD ASSOCIATES, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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