SHEPPARD WEALTH MANAGEMENT, LLC
CRD #171444 SEC #801-109989 BEND, OR 541-604-8603
SEC Registered Private Funds
Total AUM
$175M
Discretionary
$153.8M
Employees
3
Clients
0
Accounts
411
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $175M | $153.8M | $21.2M | 3 | 0 |
| Jun 2021 | $142.3M | $124.2M | $18.1M | 7 | 0 |
| Apr 2021 | $142.3M | $124.2M | $18.1M | 7 | 0 |
| Mar 2021 | $142.3M | $124.2M | $18.1M | 7 | 0 |
| Sep 2020 | $129.2M | $129.2M | $0 | 5 | 0 |
| Jun 2020 | $129.2M | $129.2M | $0 | 5 | 0 |
| Mar 2020 | $129.2M | $129.2M | $0 | 5 | 0 |
| Mar 2019 | $130.4M | $123.7M | $6.7M | 5 | 0 |
| Oct 2018 | $168.8M | $166.8M | $2M | 5 | 0 |
| Mar 2018 | $168.8M | $166.8M | $2M | 5 | 0 |
| Mar 2018 | $159.7M | $157.7M | $2M | 5 | 0 |
| Nov 2017 | $127.4M | $126.2M | $1.2M | 4 | 0 |
| Jun 2017 | $127.4M | $126.2M | $1.2M | 4 | 100 |
| Jun 2017 | $127.4M | $126.2M | $1.2M | 4 | 100 |
| Mar 2017 | $127.4M | $126.2M | $1.2M | 3 | 100 |
| Feb 2017 | $127.4M | $126.2M | $1.2M | 3 | 11 |
DateMar 2022
Total AUM$175M
Discretionary$153.8M
Non-Disc.$21.2M
Employees3
Clients0
DateJun 2021
Total AUM$142.3M
Discretionary$124.2M
Non-Disc.$18.1M
Employees7
Clients0
DateApr 2021
Total AUM$142.3M
Discretionary$124.2M
Non-Disc.$18.1M
Employees7
Clients0
DateMar 2021
Total AUM$142.3M
Discretionary$124.2M
Non-Disc.$18.1M
Employees7
Clients0
DateSep 2020
Total AUM$129.2M
Discretionary$129.2M
Non-Disc.$0
Employees5
Clients0
DateJun 2020
Total AUM$129.2M
Discretionary$129.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$129.2M
Discretionary$129.2M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$130.4M
Discretionary$123.7M
Non-Disc.$6.7M
Employees5
Clients0
DateOct 2018
Total AUM$168.8M
Discretionary$166.8M
Non-Disc.$2M
Employees5
Clients0
DateMar 2018
Total AUM$168.8M
Discretionary$166.8M
Non-Disc.$2M
Employees5
Clients0
DateMar 2018
Total AUM$159.7M
Discretionary$157.7M
Non-Disc.$2M
Employees5
Clients0
DateNov 2017
Total AUM$127.4M
Discretionary$126.2M
Non-Disc.$1.2M
Employees4
Clients0
DateJun 2017
Total AUM$127.4M
Discretionary$126.2M
Non-Disc.$1.2M
Employees4
Clients100
DateJun 2017
Total AUM$127.4M
Discretionary$126.2M
Non-Disc.$1.2M
Employees4
Clients100
DateMar 2017
Total AUM$127.4M
Discretionary$126.2M
Non-Disc.$1.2M
Employees3
Clients100
DateFeb 2017
Total AUM$127.4M
Discretionary$126.2M
Non-Disc.$1.2M
Employees3
Clients11