Sherwood Financial Partners, LLC

Sherwood Financial Partners, LLC (CRD# 301329) is a financial advisory firm headquartered in Westlake Village, CA. They manage $291,577,855 in 173 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
2900 Townsgate Road, Suite 213, Westlake Village, CA 91361
https://www.linkedin.com/company/40707771
By the Numbers
  • Total Assets Under Management
    292
    MILLION
  • Total Number of Accounts
    173
    ACCOUNTS
  • Average Account Value
    $1,685,421
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, TX

Financial Advisors at Sherwood Financial Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Hannah Boundy, financial advisor Westlake Village CA
Hannah E. Boundy
CRD#: 6330580
2900 Townsgate Road, Suite 213, Westlake Village, CA 91361

Hannah Boundy (CRD# 6330580) is an Investment Advisor Representative working at Sherwood Financial Partners, LLC in Westlake Village, CA and has over 9 years of experience in the finance industry.

2
Matthew Davis, financial advisor Westlake Village CA
Matthew G. Davis
CRD#: 5853796
2945 Townsgate Road, Suite 200, Westlake Village, CA 91361

Matthew Davis (CRD# 5853796) is an Investment Advisor Representative working at Sherwood Financial Partners, LLC in Westlake Village, CA and has over 12 years of experience in the finance industry.

3
Yvonne Darby, financial advisor Westlake Village CA
Yvonne A. Darby
CRD#: 7390024
2900 Townsgate Road, Suite 213, Westlake Village, CA 91361

Yvonne Darby (CRD# 7390024) is an Investment Advisor Representative working at Sherwood Financial Partners, LLC in Westlake Village, CA and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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