|
⚲
|
| Sherwood Financial Partners LLC
✚
| |
|---|---|
| CRD # | 301329 |
| SEC # | 801-123155 |
| CIK # | |
| AUM | $291.6 MM (2024-03-21) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 805-870-5591 |
| Address | 2900 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 42 | 15.0 |
| (b) Individuals (high net worth individuals) | 29 | 243.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 33.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 173 | 291.6 |
| By Discretionary | ||
| Discretionary | 170 | 291.6 |
| Non-Discretionary | 3 | 0.0 |
| Total | 173 | 291.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 291.6 | |
| Total | 173 | 291.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Wealth Management Consultants Colorado LLC
✚
|
TX | 0.3 |
|
Cadence Wealth Management LLC
✚
|
MA | 0.3 |
|
FSA Advisors Inc
✚
|
MI | 0.3 |
|
Stonebridge Capital Management Inc
✚
|
CA | 0.3 |
|
Graham Bordelon Golson & Gilbert Inc
✚
|
LA | 0.3 |
|
Proquility Private Wealth Partners LLC
✚
|
NV | 0.3 |
|
Beacon Global Advisor Network LLC
✚
|
GA | 0.3 |
|
Bay Harbor Wealth Management LLC
✚
|
MD | 0.3 |
|
Investment Center Inc
✚
|
IL | 0.3 |
|
Carter Financial Group Inc
✚
|
IL | 0.3 |