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⚲
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| Sherwood Financial Partners LLC
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|
|
|---|---|
| CRD # | 301329 |
| SEC # | 801-123155 |
| CIK # | |
| AUM | $113.4 MM (2023-02-27) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 805-870-5591 |
| Address | 2900 Townsgate Road Westlake Village, CA 91361 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 36 | 11.3 |
| (b) Individuals (high net worth individuals) | 27 | 98.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 17.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 113 | 126.8 |
| By Discretionary | ||
| Discretionary | 109 | 126.0 |
| Non-Discretionary | 4 | 0.8 |
| Total | 113 | 126.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.8 | |
| Total | 113 | 126.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Aurelius Family Office LLC
✚
|
NH | 0.1 |
|
Armory Capital Management LLC
✚
|
NY | 0.1 |
|
Elan Wealth Management LLC
✚
|
NC | 0.1 |
|
Platt Investment Counsel LLC
✚
|
FL | 0.1 |
|
Sky Vision Wealth Management Corp
✚
|
CA | 0.1 |
|
Starr-Mathews Financial LLC
✚
|
GA | 0.1 |
|
G Dewayne McAnally LLC
✚
|
OK | 0.1 |
|
Spinosa Wealth Management Group LLC
✚
|
LA | 0.1 |
|
Freedom Family Office LLC
✚
|
NY | 0.1 |
|
Newday Funds Inc
✚
|
CA | 0.1 |