Asset One Wealth Management
45yrs
Top advisor by experience in Lake Forest
20yrs
Adam Devone is a financial advisor in Lake Forest, California, with 20 years in the industry. Adam joined G.W. Sherwold Associates in 2006, a firm offering financial planning, investment management, and retirement plan consulting. G.W. Sherwold Associates reports being paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience20 years (since 2006)
How that compares ?More experience than 61% of advisors nationwide
Office22994 EL Toro Road, Lake Forest, CA 92630
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$353,033
Advisors at the firm5
States licensed ?1 state
Services through G.W. Sherwold Associates
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2006 – nowG.W. Sherwold Associates, Inc.Current firm
Contact Adam
(949) 470-0700G.W. Sherwold Associates main office 22994 EL Toro RoadLake Forest, CA 92630Office · Get directions Firm websiteHTTP://WWW.GWSHERWOLD.COM
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Questions to ask Adam
Tailored to Adam’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Adam
How do I contact Adam?
Call G.W. Sherwold Associates at (949) 470-0700 and ask for Adam Devone. Adam works from the Lake Forest, CA office.
How long has Adam been a financial advisor?
Adam has been in the industry since 2006, about 20 years. More experience than 61% of advisors nationwide.
What licenses does Adam hold?
Series 63. Tap any license on this page to see what it allows.
Is Adam a fiduciary?
Adam is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Adam paid?
G.W. Sherwold Associates reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Adam for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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