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Building 2SHEPPARD WEALTH MANAGEMENT, LLC

Map pinBEND, OR
Phone541-604-8603
NotebookSEC #801-109989
Total AUM
$175M
Employees
3
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5 NW MINNESOTA AVE
SUITE 220
BEND
OR 97703
United States
Operating Hours
8:00 AM - 4:00 P.M.
Monday - Friday
Phone
541-604-8603
Other Offices
2

ReceiptFinancials

Total AUM
$175M
Accounts
411
Discretionary
$153.8M
Accounts
355
Non-Discretionary
$21.2M
Accounts
56

ContactClients

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Individual Clients
73
AUM
$19.9M
HNW Individual Clients
58
AUM
$154.7M
Charitable Organization Clients
1
AUM
$414.3K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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