Ashley Rose Perlmutter

Employer firm

Sherman Wealth Management LLC CRD 281093

$160M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2020 → Present
  Sherman Wealth Management Llc
  New York, NY
• 08/2016 → 05/2020
  University Of Maryland
  College Park, MD

Other Businesses

Ashley Perlmutter; Not investment-related; Private residence in Potomac, MD; Affiliate Linking and Poshmark Sales; Owner; Start date: Dec 16th, 2025; Approximately 2 hrs/mo; 0 hrs/mo during trading hours; Using affiliate linking for others to shop my clothing picks, and reselling of old clothing.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-12-16