A complete list of active advisors currently associated with Sherrod Wealth Management

Warmer can help you find a great advisor at Sherrod Wealth Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Sherrod Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jonathan Sherrod	Urbandale, IA	11

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