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SHERWOOD FINANCIAL PARTNERS, LLC
CRD 301329 · SEC 801-123155
2475 TOWNSGATE ROAD, SUITE 210, WESTLAKE VILLAGE, CA, 91361, United States
Phone
805.870.5591
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$293.8M
Discretionary AUM
$293.8M
Team
6 total employees; 3 advisory reps; 15 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersBASIC TAX PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $20.2M |
| High net worth individuals | 39 | $236.2M |
| Charitable organizations | 1 | $37.4M |
States served
CA, CO, TX
All web addresses on file
Official SEC filing: View on IAPD