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Sherwood Financial Partners, LLC

● SEC registered since 2022CRD 301329SEC# 801-123155Westlake Village, CA
Export (members)
Reg. AUM
$258.1M
Employees
8
Accounts
194
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 $258.1 million in regulatory assets under management and employs 8 people.
www.linkedin.com/company/40707771View on SEC.gov ↗

Sherwood Financial Partners, LLC owners & executives

2 reported
NameTitleOwnershipSince
Hannah Elizabeth Oaks Boundy ControlManaging Member10-25%2021
Matthew Glenn Davis ControlManager And Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does Sherwood Financial Partners, LLC manage?

Sherwood Financial Partners, LLC reports $258.1 million in regulatory assets under management on its Form ADV.

How many employees does Sherwood Financial Partners, LLC have?

Sherwood Financial Partners, LLC reports 8 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

Address2475 Townsgate Road, Suite 210, Westlake Village, CA 91361
Phone805.870.5591
Office hoursBy Appointment Only.
SEC regionLos Angeles Regional Office (LARO)
CIK2056427
Discloses disciplinary historyNo

Assets under management

Discretionary$258M
Non-discretionary$69K
Total (RAUM)$258.1M