# Sherman Wealth

> Financial account management and reporting for Sherman Wealth clients. (iPhone/iPad app by Sherman Wealth Management, LLC.)

- Source: https://appshunter.io/ios/app/sherman-wealth/id1096339333 (this page in markdown: same URL + `.md`)
- Developer: [Sherman Wealth Management, LLC](https://appshunter.io/developer/1096339332)
- Category: Finance, Business
- Price: Free
- Rating: 5.00/5 from 2 App Store ratings
- Age rating: 4+
- Requires: iOS 15.6 · 53 MB
- Languages: American English
- Released: 2016-03-29
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/sherman-wealth/id1096339333/reviews.md

## What is Sherman Wealth?

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

## Key features

- View account balances
- Track investment performance
- Access financial statements
- Review various reports
- Client account management


## Frequently asked questions about Sherman Wealth

### What can I do with Sherman Wealth?

Sherman Wealth allows clients to view account balances, track investment performance, and access financial statements and reports directly from their mobile devices.

### Is Sherman Wealth free to use?

Yes, Sherman Wealth is available for free download and use. There are no associated costs for accessing its features.

### What devices does Sherman Wealth support?

Sherman Wealth is compatible with iPhone, iPad, and iPod devices, offering a seamless experience across Apple's mobile ecosystem.

### How secure is Sherman Wealth?

While specific security measures are not detailed, financial management apps typically employ robust security protocols to protect user data. Sherman Wealth is designed for clients of Sherman Wealth Management, implying a focus on data protection.

### How often is Sherman Wealth updated?

The app was last updated on May 29, 2025, indicating regular maintenance and potential feature additions. The latest version is 5.19.0.

### What is the age rating for Sherman Wealth?

Sherman Wealth has an age rating of 4+, making it suitable for a wide range of users. This rating suggests content is generally appropriate for all ages.

### Does Sherman Wealth have ads?

No, Sherman Wealth does not contain advertisements. As a free application, it focuses on providing a clean user experience without promotional content.

### What kind of financial institutions does Sherman Wealth support?

Sherman Wealth is specifically designed for clients of Sherman Wealth Management. It provides access to their accounts managed by this firm.

## Version history (last 5 releases)

### 5.19.0 — 2025-05-29

- 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

### 5.17.0 — 2025-01-27

- Managed account Performance Details
- Ability to add manual accounts to portal
- Clients may now toggle to Orion related households
- Orion Planning Retirement Details (Monte Carlo, Income & Assumptions)
- Improved navigation to managed personal finances data
- Adviser and firm custom disclosures available in footer
- Document Vault improvements
- Bug Fixes

### 5.14.0 — 2024-09-07

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-11

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.6.4 — 2023-12-08

- Bug fixes

- User experience improvements

- Added functionality from the web app to the mobile app on our way to creating a cohesive experience from one device to another

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*