SHERWOLD G W ASSOCIATES INC
SEC file number 801-46883
· LAKE FOREST, CA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$57M
Discretionary AUM
$52.6M
Employees
—
Clients
300
Firm
- Address
- 22994 EL TORO RD
LAKE FOREST, CA 92630 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- A&G Associates LLC Medium name-match confidence · CIK 1965711 · WA