Sherwood Financial Partners, LLC
Sherwood Financial Partners, LLC is a registered investment adviser headquartered in Westlake Village, California. Founded in California, the firm primarily serves individuals, high net worth individuals, and charitable organizations. As of 2025, Sherwood Financial Partners manages over $258 million in assets for approximately 173 client accounts. The team consists of around 5-8 employees, including seasoned investment advisers, and focuses on providing comprehensive wealth management solutions.
Investment Strategy
Sherwood Financial Partners takes a research-driven and client-centric approach to wealth management. Their investment strategy emphasizes global diversification, structured financial planning, and risk-adjusted growth tailored to client goals. The firm manages portfolios with both discretionary and non-discretionary mandates, primarily for individuals and high net worth clients, while incorporating a long-term perspective to help clients achieve personal and philanthropic objectives.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHX | SCHWAB STRATEGIC TR | 32.13% | $35.1M | 1,434,888 | $23.16 | $24.44 | +$2.8M |
B BND | VANGUARD BD INDEX FDS | 32.11% | $35.0M | 475,898 | $71.99 | $73.63 | +$941.5K |
S SCHF | SCHWAB STRATEGIC TR | 14.75% | $16.1M | 728,325 | $18.51 | $22.10 | +$859.2K |
S SCHM | SCHWAB STRATEGIC TR | 13.37% | $14.6M | 520,046 | $27.69 | $28.05 | +$1.2M |
S SCHE | SCHWAB STRATEGIC TR | 6.25% | $6.8M | 226,464 | $26.64 | $30.14 | +$354.5K |