Overview
Assets Under Management: $169 million
Headquarters: BEND, OR
High-Net-Worth Clients: 46
Average Client Assets: $2.4 million
Frequently Asked Questions
SHEPPARD WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #171444), SHEPPARD WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SHEPPARD WEALTH MANAGEMENT, LLC is headquartered in BEND, OR.
SHEPPARD WEALTH MANAGEMENT, LLC serves 46 high-net-worth clients according to their SEC filing dated October 19, 2018. View client details ↓
According to their SEC Form ADV, SHEPPARD WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
SHEPPARD WEALTH MANAGEMENT, LLC manages $169 million in client assets according to their SEC filing dated October 19, 2018.
According to their SEC Form ADV, SHEPPARD WEALTH MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 46
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.70%
Average Client Assets: $2.4 million
Total Client Accounts: 127
Discretionary Accounts: 126
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 171444
Filing ID: 1246223
Last Filing Date: 2018-10-19 19:07:00