Sherwood Wealth Management

Overview

Sherwood Wealth Management is a small, individually owned LLC that provides financial planning and portfolio management for individuals and small businesses. The firm runs a fee model that includes a percentage-of-AUM component and fixed fees. Investment activity centers on pooled public funds—mutual funds act as the primary building blocks for client portfolios—while the firm also allocates to third‑party alternative managers in hedge funds and real estate to add diversification and non‑correlated return streams. Sherwood does not self‑identify as an active ESG investor and operates with a single‑state footprint. Advisory services appear focused on straightforward wealth management and planning rather than institutional pension consulting or broad multi‑state practices. Given the firm’s size and reported asset mix, the investment approach favors readily accessible fund vehicles for core equity and fixed income exposure, with selective use of external alternative managers to supplement returns and diversify risk.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices