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SHERWOOD WEALTH MANAGEMENT
SHERWOOD INVESTMENT MANAGEMENT LLC
CRD 172687
310 MARKET ST, BASALT, CO, 81621, United States
Phone
9707100330
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$30.2M
Discretionary AUM
$29.8M
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $30.2M |
All web addresses on file
Official SEC filing: View on IAPD