CRD: 301329
Sherwood Financial Partners, LLC
$293.8M Total AUM
$293.8M Disc. AUM
35.1% 3Y CAGR
6 Employees
103 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-14-2019
- Office Locations
- 2
Office Locations
2475 Townsgate Road Suite 210 Westlake Village CA
520 Zang Street Suite 222 Broomfield CO
About Sherwood Financial Partners, LLC
Sherwood Financial Partners is an RIA providing integrated wealth management and portfolio management for individuals and families, with planning for retirement readiness, emergencies, and estate/legacy needs. Its in-house CPA and attorney work alongside advisors to align tax and legal strategy with investment implementation and ongoing check-ins. Custodied at Charles Schwab.
Team overview
33 AVG AGE
$97.9M AVG AUM / ADVISOR
$2.9M AVG AUM / CLIENT
6.3 yrs AVG TENURE
6 Employees
3 Advisory Reps
3 RIA Reps
7yrs Firm Age
Insights
Available
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Available
Available
Available
Available
Available
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Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
MATTHEW GLENN DAVIS
Advisor, Chief Compliance Officer, Manager
- CRD
- #5853796
- Ownership
- 75% or more
Available
Available
Available
HANNAH ELIZABETH OAKS BOUNDY
Director, Managing Member
- CRD
- #6330580
- Ownership
- 10% but less than 25%
Available
Available
Available
Showing 2 of 2 owners & executives
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Yvonne Anh Tu Darby
Associate
- CRD
- #7390024
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $293,784,299 | $1,447,213 |
| Non-Discretionary | $63,904 | $15,976 |
| Total | $293,848,203 | $1,419,557 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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