# Sherwood Wealth Management

> Sherwood Wealth Management is a state-registered investment advisory firm in Basalt, CO, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 172687
- Filed as: SHERWOOD WEALTH MANAGEMENT
- Legal name: Sherwood Investment Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Basalt, CO
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/172687
- AdvisorCensus page: https://advisorcensus.com/firm/sherwood-wealth-management-basalt-co-172687

## Quick answers

**How is Sherwood Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Sherwood Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Sherwood Wealth Management located?**
Sherwood Wealth Management's principal office is in Basalt, CO, according to its Form ADV.

**Is Sherwood Wealth Management registered with the SEC or a state?**
Sherwood Wealth Management is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 172687.

**How much does Sherwood Wealth Management manage?**
Sherwood Wealth Management reports $30,245,500 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (98% discretionary).

**What types of clients does Sherwood Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (20).

**Does Sherwood Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/172687

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $30,245,500
- Discretionary: $29,750,685
- Non-discretionary: $494,815

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 20 | $30,245,500 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sherwoodwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sherwood Wealth Management (CRD 172687): Form ADV filing data as of October 2026.