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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 4, 2022
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Abell, Jill | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SWANSON, JOHN, SHEPPARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, JOHN, SHEPPARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, JOHN, SHEPPARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, JOHN, SHEPPARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, JOHN, SHEPPARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, JOHN, SHEPPARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, JOHN, SHEPPARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, JOHN, SHEPPARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, JOHN, SHEPPARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, JOHN, SHEPPARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, JOHN, SHEPPARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, JOHN, SHEPPARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, JOHN, SHEPPARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, JOHN, SHEPPARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, JOHN, SHEPPARD | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| SWANSON, JOHN, SHEPPARD | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 4, 2022 REGISTERED
Notice Filings (5)
AZ CA OR TX WA
Address
5 NW MINNESOTA AVESUITE 220
BEND, OR 97703
United States
Phone: 541-604-8603