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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 24, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DAVIS, MATTHEW, GLENN | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, GLENN | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, GLENN | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, GLENN | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, GLENN | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, GLENN | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, GLENN | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, GLENN | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, GLENN | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, GLENN | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, GLENN | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, GLENN | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, GLENN | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, GLENN | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| DAVIS, MATTHEW, GLENN | I | MANAGER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BOUNDY, HANNAH, ELIZABETH OAKS | I | MEMBER | D | Control |
| DAVIS, MATTHEW, GLENN | I | MANAGER AND CHIEF COMPLIANCE OFFICER | D | Control |
| BOUNDY, HANNAH, ELIZABETH OAKS | I | MEMBER | B | Control |
| BOUNDY, HANNAH, ELIZABETH OAKS | I | MEMBER | B | Control |
| BOUNDY, HANNAH, ELIZABETH OAKS | I | MEMBER | B | Control |
| BOUNDY, HANNAH, ELIZABETH OAKS | I | MEMBER | B | Control |
| BOUNDY, HANNAH, ELIZABETH OAKS | I | MEMBER | B | Control |
| BOUNDY, HANNAH, ELIZABETH OAKS | I | MEMBER | B | Control |
| BOUNDY, HANNAH, ELIZABETH OAKS | I | MEMBER | B | Control |
| BOUNDY, HANNAH, ELIZABETH OAKS | I | MEMBER | B | Control |
| BOUNDY, HANNAH, ELIZABETH OAKS | I | MEMBER | B | Control |
| BOUNDY, HANNAH, ELIZABETH OAKS | I | MEMBER | B | Control |
| BOUNDY, HANNAH, ELIZABETH OAKS | I | MANAGING MEMBER | B | Control |
| BOUNDY, HANNAH, ELIZABETH OAKS | I | MEMBER | B | Control |
| BOUNDY, HANNAH, ELIZABETH OAKS | I | MEMBER | B | Control |
| BOUNDY, HANNAH, ELIZABETH OAKS | I | MANAGING MEMBER | B | Control |
| BOUNDY, HANNAH, ELIZABETH OAKS | I | MANAGING MEMBER | B | Control |
Registrations
Federal
IA
Mar 24, 2025 REGISTERED
Notice Filings (3)
CA CO TX
Address
2475 TOWNSGATE ROADSUITE 210
WESTLAKE VILLAGE, CA 91361
United States
Phone: 805.870.5591