Sherwood Financial Partners, LLC
Sherwood Financial Partners, LLC is an SEC-registered ria in Westlake Village, CA with $293.8M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Sherwood Financial Partners, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 301329, SEC 801-123155, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $293.8M (2026-04-30)
- Firm type
- Ria
- Location
- Westlake Village, CA
- Employees
- 6
- Clients
- 88
- CRD
- 301329
- Ownership
- DAVIS, MATTHEW, GLENN; BOUNDY, HANNAH, ELIZABETH OAKS
How much AUM does Sherwood Financial Partners, LLC have?
Sherwood Financial Partners, LLC reported $293.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Sherwood Financial Partners, LLC?
Disclosed owners and executives of Sherwood Financial Partners, LLC include DAVIS, MATTHEW, GLENN, BOUNDY, HANNAH, ELIZABETH OAKS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.