|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Sherwood Financial Partners LLC
✚
|
|
|---|---|
| CRD # | 301329 |
| SEC # | 801-123155 |
| CIK # | 0002056427 |
| AUM | $258.1 M (2025-03-24) |
| Employees | 8 (38% Investors, 0% Brokers) |
| Phone | 805-870-5591 |
| Address | 2475 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 18.2 |
| (b) Individuals (high net worth individuals) | 32 | 205.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 34.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 194 | 258.1 |
| By Discretionary | ||
| Discretionary | 190 | 258.0 |
| Non-Discretionary | 4 | 0.1 |
| Total | 194 | 258.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.1 | |
| Total | 194 | 258.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002056427] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Silvia McColl Wealth Management LLC
✚
|
CA | 0.3 |
|
Challenger Wealth Management
✚
|
CA | 0.3 |
|
Finivi Inc
✚
|
MA | 0.3 |
|
Shared Vision Wealth Group LLC
✚
|
0.3 | |
|
Tandemgrowth Financial Advisors LLC
✚
|
GA | 0.3 |
|
Bluestone Wealth Management LLC
✚
|
NH | 0.3 |
|
Blueprint Partners LLC
✚
|
MI | 0.3 |
|
Kilterhowling LLC
✚
|
CO | 0.3 |
|
Oaktrust Wealth Advisors LLC
✚
|
0.3 | |
|
Atlas Fiduciary Services Inc
✚
|
NH | 0.3 |