# SHERWOOD FINANCIAL PARTNERS, LLC

SHERWOOD FINANCIAL PARTNERS, LLC of WESTLAKE VILLAGE, CA is an SEC-registered investment adviser.

## Registration

- CRD: 301329
- Type: SEC-registered investment adviser
- SEC file number: 801-123155
- Location: 2475 TOWNSGATE ROAD, SUITE 210, WESTLAKE VILLAGE, CA, 91361
- Phone: 805.870.5591
- Latest filing: 2026-04-30
- Regulatory AUM: $293.8M
- Discretionary AUM: $293.8M
- Non-discretionary AUM: $64K
- Clients: 6
- Accounts: 207

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Glenn Davis | MANAGER AND CHIEF COMPLIANCE OFFICER | — |
| Hannah Elizabeth Oaks Boundy | MANAGING MEMBER | — |
| DAVIS SCOTT GLENN | MANAGER AND CHIEF COMPLIANCE OFFICER | — |
| BOUNDY HANNAH ELIZABETH OAKS | MANAGING MEMBER; MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/301329/brochure
- Similar advisers: https://search.stillhousedata.com/firm/301329/similar
- Related entities: https://search.stillhousedata.com/firm/301329/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/301329

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.