WESTLAKE VILLAGE, CACRD 301329Latest ADV April 30, 2026
Sherwood Financial Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westlake Village, CA. Its latest Form ADV filing, dated April 30, 2026, reports $294M in regulatory assets under management, 6 employees, 2 offices, and 207 accounts.
Assets Under Management
$294M
Employees
6
Offices
2 offices
Total Clients
88
Primary office
WESTLAKE VILLAGE, CA
2475 TOWNSGATE ROAD, SUITE 210, WESTLAKE VILLAGE, CA, United States
Top client segmentIndividuals represent 54.5% of total clients.
Top client categories% of clientsClients
1
Individuals
54.5%
48
2
HNWI
44.3%
39
3
Charitable
1.1%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$294Mas of April 30, 2026
Discretionary100.0%
$294M
100% of total RAUM100.0%
Non-discretionary0.0%
$64K
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$294M
Total Accounts207
10Y AUM Change+$167M (+131.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee15:1
10Y Employee Change+1 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.