Sherrod Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sherrod Wealth Management LLC is a newly formed independent registered investment adviser that provides ongoing portfolio management and both one-time and ongoing financial planning to individuals and high-net-worth clients. The firm states it tailors Investment Policy Statements to client goals and offers portfolio management services for individual accounts, typically billed as an asset-based fee.
The firm describes an investment process that combines fundamental analysis, modern portfolio theory and quantitative methods with a long-term trading horizon, and it seeks discretionary authority to implement client plans. Sherrod also works with third-party managers and model portfolios through Altruist’s Model Marketplace and documents client risk tolerances and investment restrictions in written IPSs.
What is notable relative to many small independent peers is the firm’s early-stage profile — it reported no assets or client accounts as of July 2026 and sets a $500,000 account minimum that may be waived in limited circumstances. The brochure also highlights several operational distinctions for a firm of this size: a required custodial relationship with Altruist, the use of private equity and private placement investments, absorption of modest Altruist model fees, and a stated policy not to aggregate trades for multiple client accounts.
Client services
Expertise
Fee options
Between $5,000 and $20,000 for financial planning
1.00% annually
Up to $500 per hour
Account minimum: $500,000
Main office
Urbandale IA
Advisors at this office
1
Most active in
Iowa
Also doing business as
Sherrod Wealth Management · Sherrod Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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