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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-26-2014
- Office Locations
- 1
Office Locations
About Sherwood Wealth Management
Sherwood Wealth Management is an independent, fiduciary boutique with offices in Aspen and Basalt, serving a select group of Colorado clients with often-complex needs. The firm delivers personalized wealth management across investment management, estate and tax planning, and charitable/legacy planning. Portfolios lean toward ETF-based asset allocation and risk management, with custody including Charles Schwab (and Pershing). Founder holds CFP and CFA designations.
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Owner & Executives
BRIAN RODNEY LITTLEJOHN
Wealth Advisor
- CRD
- #5895687
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,750,685 | -- |
| Non-Discretionary | $494,815 | -- |
| Total | $30,245,500 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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