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SHERWOOD FINANCIAL PARTNERS, LLC
CRD 301329File 801-123155
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$293.8M
Below cohort median (national)
Discretionary AUM
$293.8M
Non-discretionary $64K
Clients
88
207 accounts
Employees
6
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 9, 2022
- Principal office
- 2475 TOWNSGATE ROAD, SUITE 210, WESTLAKE VILLAGE, CA, 91361
- Phone
- 805.870.5591
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $293.8M
- Discretionary AUM
- $293.8M
- Non-discretionary AUM
- $64K
- Discretionary accounts
- 203
- Non-discretionary accounts
- 4
- Total accounts
- 207
- AUM per client
- $3.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $37.4M |
| High net worth individuals | 39 | $236.2M |
| Individuals (other than high net worth individuals) | 48 | $20.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.