SHERWOOD FINANCIAL PARTNERS, LLC
CRD #301329 SEC #801-123155 WESTLAKE VILLAGE, CA 805.870.5591
SEC Registered
Total AUM
$258.1M
Discretionary
$258M
Employees
8
Clients
51
Accounts
194
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $258.1M | $258M | $69K | 8 | 4 |
| Nov 2024 | $291.6M | $291.6M | $9.8K | 8 | 10 |
| Nov 2024 | $291.6M | $291.6M | $9.8K | 8 | 10 |
| Apr 2024 | $291.6M | $291.6M | $9.8K | 8 | 10 |
| Apr 2024 | $291.6M | $291.6M | $9.8K | 8 | 10 |
| Mar 2024 | $291.6M | $291.6M | $9.8K | 5 | 10 |
| Feb 2023 | $113.4M | $113.3M | $9.6K | 5 | 0 |
| Jan 2023 | $126.8M | $126M | $814.1K | 4 | 0 |
| Nov 2022 | $126.8M | $126M | $814.1K | 4 | 0 |
| Sep 2022 | $126.8M | $126M | $814.1K | 4 | 0 |
| Jun 2022 | $126.8M | $126M | $814.1K | 5 | 0 |
| Apr 2022 | $126.8M | $126M | $814.1K | 5 | 0 |
| Mar 2022 | $126.8M | $126M | $814.1K | 5 | 0 |
| Mar 2022 | $126.8M | $126M | $814.1K | 5 | 0 |
| Jan 2022 | $125.1M | $125.1M | $40K | 5 | 1 |
DateMar 2025
Total AUM$258.1M
Discretionary$258M
Non-Disc.$69K
Employees8
Clients4
DateNov 2024
Total AUM$291.6M
Discretionary$291.6M
Non-Disc.$9.8K
Employees8
Clients10
DateNov 2024
Total AUM$291.6M
Discretionary$291.6M
Non-Disc.$9.8K
Employees8
Clients10
DateApr 2024
Total AUM$291.6M
Discretionary$291.6M
Non-Disc.$9.8K
Employees8
Clients10
DateApr 2024
Total AUM$291.6M
Discretionary$291.6M
Non-Disc.$9.8K
Employees8
Clients10
DateMar 2024
Total AUM$291.6M
Discretionary$291.6M
Non-Disc.$9.8K
Employees5
Clients10
DateFeb 2023
Total AUM$113.4M
Discretionary$113.3M
Non-Disc.$9.6K
Employees5
Clients0
DateJan 2023
Total AUM$126.8M
Discretionary$126M
Non-Disc.$814.1K
Employees4
Clients0
DateNov 2022
Total AUM$126.8M
Discretionary$126M
Non-Disc.$814.1K
Employees4
Clients0
DateSep 2022
Total AUM$126.8M
Discretionary$126M
Non-Disc.$814.1K
Employees4
Clients0
DateJun 2022
Total AUM$126.8M
Discretionary$126M
Non-Disc.$814.1K
Employees5
Clients0
DateApr 2022
Total AUM$126.8M
Discretionary$126M
Non-Disc.$814.1K
Employees5
Clients0
DateMar 2022
Total AUM$126.8M
Discretionary$126M
Non-Disc.$814.1K
Employees5
Clients0
DateMar 2022
Total AUM$126.8M
Discretionary$126M
Non-Disc.$814.1K
Employees5
Clients0
DateJan 2022
Total AUM$125.1M
Discretionary$125.1M
Non-Disc.$40K
Employees5
Clients1