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Building 2SIPHERD WEALTH MANAGEMENT, LLC

Map pinLINCOLN, NE
Phone402.488.5656
NotebookSEC #801-70150
Total AUM
$2.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8055 O STREET, SUITE 207
LINCOLN
NE 68510
United States
Operating Hours
8:00 A.M.- 4:30 P.M.
Monday - Friday
Phone
402.488.5656

ReceiptFinancials

Total AUM
$2.4M
Accounts
13
Discretionary
$0
Accounts
0
Non-Discretionary
$2.4M
Accounts
13

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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