RIA Intelligence

SIPHERD WEALTH MANAGEMENT, LLC

CRD #150011 SEC #801-70150 LINCOLN, NE 402.488.5656
SEC Registered
Total AUM
$2.4M
Discretionary
$0
Employees
5
Clients
0
Accounts
13

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 20, 2010
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
SIPHERD, AARON, PHILIPIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
SIPHERD, AARON, PHILIPIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
SIPHERD, AARON, PHILIPIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
SIPHERD, AARON, PHILIPIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
SIPHERD, MICHELLE, LEEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
SIPHERD, MICHELLE, LEEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
May 20, 2010 REGISTERED

Notice Filings (1)

NE

Address

8055 O STREET, SUITE 207
LINCOLN, NE 68510
United States
Phone: 402.488.5656