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SHERWOOD FINANCIAL PARTNERS, LLC

WESTLAKE VILLAGE, CA · CRD 301329 · IAPD ↗ · 805.870.5591

$293.8MRegulatory AUM
3Advisory reps
6Employees
15Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
May 2026 — SHERWOOD FINANCIAL PARTNERS, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
April 2024 — SHERWOOD FINANCIAL PARTNERS, LLC reported RAUM up 157% ($113.4M -> $291.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.