SHERWOOD WEALTH MANAGEMENT

Overview

Sherwood Wealth Management is an independent, owner-operated RIA that focuses on financial planning and portfolio management for individuals and small businesses. The firm structures fees through a mix of percentage-of-AUM billing, hourly charges and fixed fees, and manages client relationships on a mostly discretionary basis. Investment activity shows a clear preference for publicly traded equities and exchange-traded products as the core building block of client portfolios, supplemented by selective allocations to third‑party alternative managers in private equity, real estate and fund-of-funds vehicles. Sherwood does not identify as an active ESG investor and is organized as a limited liability company rather than a multi-state advisory platform or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices