SEC Form ADV · CIK 2056427

SHERWOOD FINANCIAL PARTNERS, LLC

Registered Investment AdviserCA
$293.8M
Assets Under Management
207
Total Clients
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Registration Details

CIK
2056427
Accession
CRD-301329
Location
WESTLAKE VILLAGE, CA
Filing Date
April 30, 2026
AUM
$293.8M
Total Clients
207
Amendment
No

About this Adviser

SHERWOOD FINANCIAL PARTNERS, LLC is a registered investment adviser headquartered in WESTLAKE VILLAGE, CA, managing approximately $293.8M in assets across 207 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.