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Manager and Chief Compliance Officer · Sherwood Financial Partners, LLC

Matthew G. Davis

CRD 5853796 · Named on Form ADV at one SEC-registered adviser

At a glance

Sherwood Financial Partners, LLC, an SEC-registered wealth manager based in Westlake Village, CA with $294 million in regulatory assets, lists Matthew G. Davis on its Form ADV as Manager and Chief Compliance Officer, a control person.

Firms and roles

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Matthew’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.