Sherman Wealth

Sherman Wealth Management, LLC Finance iPhoneiPadiPod touch

Sherman Wealth is a free Finance app for iPhone and iPad by Sherman Wealth Management, LLC. Rated 5.0/5 from 2 ratings. Requires iOS 15.6.

Rating: 5.0; 2 ratings
Price: Free; on the App Store
Size: 53 MB; Age 4+
Updated: May 29; 2025 · v5.19.0

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About Sherman Wealth

The Sherman Wealth Management mobile app allows Sherman Wealth clients to view account balances, performance, statements, and various reports.

What’s new

Version 5.19.0 · Updated May 29, 2025

- Customized Personal Finances layout within Accounts tab - Positions renamed to Allocation - Performance return chevrons - Repositioned date range calendar selection - Linking outside accounts - Minor UI changes and bug fixes

App privacy

The developer, Sherman Wealth Management, LLC, reported these privacy practices to Apple.

Data Linked to You

The following data, which may be collected and linked to your identity, may be used for the following purposes:

Usage Data: Product Interaction

Used for: Analytics

Data Not Linked to You

The following data, which may be collected but is not linked to your identity, may be used for the following purposes:

Identifiers: Device ID
Diagnostics: Crash Data, Performance Data, Other Diagnostic Data

Used for: Analytics

App details

Sherman Wealth is a free Finance app for iPhone, iPad and iPod touch, developed by Sherman Wealth Management, LLC. It is rated 5.0 out of 5 from 2 ratings on the App Store, requires iOS 15.6 or later and is 53 MB to download. It was first released on March 29, 2016 and last updated on May 29, 2025.

Category: Finance
Rating: 5.0 / 5 (2 ratings)
Price: Free
Version: 5.19.0
Size: 53 MB
Requires: iOS 15.6 or later
Compatibility: iPhone, iPad, iPod touch
Languages: English
Age rating: 4+
Released: March 29, 2016
Last updated: May 29, 2025
Developer: Sherman Wealth Management, LLC

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Alternatives to Sherman Wealth

Looking for apps like Sherman Wealth? Here are 6 similar apps on the App Store. The highest rated is Golden K Plans & Wealth Mgmt (5.0/5), and all 6 are free to download.

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