LP Profile

Sherwood Financial Partners

Also known as sherwood financial

Wealth ManagerWestlake Village, United StatesFounded 2019
Westlake Village
Headquarters
Investment Focus

About Sherwood Financial Partners

Sherwood Financial Partners is a wealth manager based in Westlake Village, US. Founded in 2019.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Sherwood Financial Partners from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$293.8M
Total Clients
207
Filing Date
April 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
Signal Feed

Recent Filings

Public filings matched to Sherwood Financial Partners across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

Explore

Explore similar limited partners

Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.

FAQ

Frequently asked questions

What type of investor is Sherwood Financial Partners?

Sherwood Financial Partners is a wealth manager based in Westlake Village, United States.

Where is Sherwood Financial Partners headquartered?

Sherwood Financial Partners is headquartered in Westlake Village, United States.

When was Sherwood Financial Partners founded?

Sherwood Financial Partners was founded in 2019.

How can I contact Sherwood Financial Partners?

Verified contact details, key decision-makers, and investment preferences for Sherwood Financial Partners are available on LPbacked. Create a free account to access them.