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Sherwood Wealth Management Employee Directory

Financial ServicesColorado, United States0-1 Employees

Sherwood Wealth Management is an independent registered investment adviser based just outside Aspen, serving clients across Colorado. The firm provides customized investment management and comprehensive financial planning, operating as fiduciaries to deliver objective guidance rooted in wealth management expertise. It targets individuals and families navigating complex financial needs, including those with inherited wealth, and emphasizes a low client-to-adviser ratio as part of its approach to personalized service. The company is located in Basalt, Colorado, and positions itself within the financial services industry as a small, specialized advisory practice focused on trusted, long-term financial partnerships.

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
    Mobile Phone

Sherwood Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Other

Contact profiles from Sherwood Wealth Management

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. L.
    Wealth Advisor
    Mobile Phone
    United StatesColorado
    Apr 14, 2026

Frequently Asked Questions

What is Sherwood Wealth Management known for?

Minus sign iconPlus sign iconSherwood Wealth Management was founded in 2014 operates in the Financial Services industry. Explore Sherwood Wealth Management's company overview page for more information.

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

Minus sign iconPlus sign iconSherwood 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?

Minus sign iconPlus sign iconSherwood Wealth Management has approximately 1 employees as of August 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 August 2026, Sherwood Wealth Management's key employees include:

  • Wealth Advisor: B. L.

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