G.W. Sherwold Associates, Inc.
- Regulatory AUM
- $572M
- Discretionary
- $147M
- Clients
- 424
- Avg AUM / client
- $1.3M
- Accounts
- 786
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 13, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 415 | $147M | 25.6% |
| Pension and profit sharing plans | 9 | $426M | 74.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Altamed Health Services Corporation 403(b) Plan Altamed Health Services Corporation | 2024 |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gary William Sherwold | President & Chief Compliance Officer | Apr 1994 (32y) | 75% or more | |
| Adam Robert Devone | Registered representative | Aug 2006 (20y) | ||
| Juan Emiliano Toledano | Registered representative | Jan 2017 (10y) | ||
| Thomas Patrick Flynn | Registered representative | Feb 2017 (9y) | ||
| Michael T Nesheim | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Altamed Health Services Corporation 403(b) Plan | Altamed Health Services Corporation | 5,614 | $266M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/13/2026 | 856 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 13, 2026.
View current Form ADV (SEC/IAPD) ↗