S
$492.0K Total AUM
$492.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-18-2020
- Office Locations
- 1
Office Locations
-- Sherwood OR
About Sherwood Wealth Management
Sherwood Wealth Management is an independent, fee-only fiduciary RIA providing comprehensive financial planning and ongoing investment management, building tailored portfolios to support clients’ goals. The firm emphasizes client education and clarity alongside responsive, transparent, personalized service. Founder-led and based in Sherwood, Oregon, with assets custodied at Charles Schwab.
Team overview
29 AVG AGE
$492.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
Kyle Douglas Green
Owner
- CRD
- #6375406
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $491,964 | -- |
| Non-Discretionary | $0 | -- |
| Total | $491,964 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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