Sherwood Wealth Management Employee Directory

Financial ServicesColorado, United States0-1 Employees

Sherwood Wealth Management, an independent registered investment adviser (RIA) firm, provides a select group of clients with customized investment management and comprehensive financial planning solutions. As fiduciaries, our advice is objective and rooted in years of study and practice in the field of wealth management. Our clients rely on us to be their most trusted financial partner and to manage all aspects of their often-complex situations. We are located just outside of Aspen but serve clients throughout Colorado. We are particularly known for our expertise in inherited wealth and low 15:1 client-to-advisor ratio.

Find Sherwood Wealth Management employees' phone numbers or email addresses

Sherwood Wealth Management Global Highlights

Location
Employees

North America
2

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  • United States Of America
    2

Sherwood Wealth Management's Leadership

  • Stylized image of a person
    B. L.
    Wealth Advisor
    Phone icon

Sherwood Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from Sherwood Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    B. L.
    Wealth Advisor
    Phone icon
    United StatesColorado
    Oct 20, 2025

Frequently Asked Questions

What is Sherwood Wealth Management known for?

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Sherwood Wealth Management was founded in 2014 operates in the Financial Services industry. The company's main headquarters is located in 310 Market Street Basalt, Colorado 81621 United States. Explore Sherwood Wealth Management's company overview page for more information.

What is Sherwood Wealth Management's most common email format?

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Sherwood Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sherwood Wealth Management email formats with LeadIQ.

How many employees does Sherwood Wealth Management have currently?

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Sherwood Wealth Management has approximately 1 employees as of January 2026. These team members are located across 1 continents, including North America.

Who are Sherwood Wealth Management's key employees and leadership?

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As of January 2026, Sherwood Wealth Management's key employees include:

  • Wealth Advisor: B. L.

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