Sherwood Financial Partners, LLC
● SEC registered since 2022CRD 301329SEC# 801-123155Westlake Village, CA
Reg. AUM
$293.8M
Employees
6
Accounts
207
Location
Westlake Village, CA
Sherwood Financial Partners, LLC assets under management
Sherwood Financial Partners, LLC is an investment advisory firm registered with the SEC based in Westlake Village, CA. The firm has been registered since 2022. It reports $293.8 million in regulatory assets under management and employs 6 people.
Sherwood Financial Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hannah Elizabeth Oaks Boundy Control | Managing Member | 10-25% | 2021 |
| Matthew Glenn Davis Control | Manager And Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does Sherwood Financial Partners, LLC manage?
Sherwood Financial Partners, LLC reports $293.8 million in regulatory assets under management on its Form ADV.
How many employees does Sherwood Financial Partners, LLC have?
Sherwood Financial Partners, LLC reports 6 employees.
Where is Sherwood Financial Partners, LLC located?
Sherwood Financial Partners, LLC is based in Westlake Village, CA and has been SEC-registered since 2022.
Does Sherwood Financial Partners, LLC disclose fund performance?
Sherwood Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2475 Townsgate Road, Suite 210, Westlake Village, CA 91361 |
| Phone | 805.870.5591 |
| Office hours | By Appointment Only. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2056427 |
| Discloses disciplinary history | No |
Regulatory AUM
$293.8M▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 63%
Larger than 37% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$293.8Mregulatory AUM
Discretionary $293.8MNon-discretionary $64K