Sherwood Wealth Management

Sherwood Wealth Management (CRD# 172687) is a financial advisory firm headquartered in Basalt, CO. They manage $20,104,470 in 42 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
310 Market St, Basalt, CO 81621
https://sherwoodwealth.com
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    42
    ACCOUNTS
  • Average Account Value
    $478,678
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Sherwood Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Brian Littlejohn, financial advisor Basalt CO
Brian R. Littlejohn
CRD#: 5895687
310 Market St, Basalt, CO 81621

Brian Littlejohn (CRD# 5895687) is an Investment Advisor Representative working at Sherwood Investment Management in Petaluma, CA and has 10 years of experience in the finance industry. Brian has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards. Additionally, Brian has earned two Master's Degrees in Finance.   

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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