G.W. SHERWOLD ASSOCIATES, INC.

Lake Forest, United States · CRD 42186

SEC-registered investment adviser since 2020 · corporation. It files no 13F, so there are no holdings to show.

Assets managed$572.4m
Main clients (by assets)Pension plans 74%, Individuals 26%
Websitegwsherwold.com
Form ADV · 2026-02-13SEC adviser record

Kindinstitutions
Others nearbyLake Forest, CA

As an employer

Staff (Form ADV)3 · 1 in investment roles
Offices in1 country