SHERWOOD WEALTH MANAGEMENT

SHERWOOD WEALTH MANAGEMENT of BASALT, CO is an SEC-registered investment adviser (CRD 172687). Regulatory assets under management: $30.2M.

Registration

• CRD: 172687
• Type: Registered investment adviser
• Location: 310 MARKET ST, BASALT, CO, 81621
• Phone: 9707100330
• Latest filing: 2026-03-17
• Regulatory AUM: $30.2M
• Discretionary AUM: $29.8M
• Non-discretionary AUM: $495K
• Clients: 1
• Accounts: 63

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172687 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search