SHERWOOD WEALTH MANAGEMENT

SHERWOOD WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 311370). Regulatory assets under management: $492K.

Registration

• CRD: 311370
• Type: Registered investment adviser
• Phone: 814-823-7442
• Latest filing: 2025-09-17
• Regulatory AUM: $492K
• Discretionary AUM: $492K
• Clients: 1
• Accounts: 5

Business model

Compensation: % of AUM, 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 311370 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search