SHERWOOD FINANCIAL PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$293,848,203
Discretionary
$293,784,299
Non-discretionary
$63,904
Firm details
- CRD number
- 301329
- SEC file number
- 801-123155
- Main office
- WESTLAKE VILLAGE, CA, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.