RIA Intel›Advisers›Oregon›SHEPPARD WEALTH MANAGEMENT, LLC

SHEPPARD WEALTH MANAGEMENT, LLC

Advisory

N·BEND, OR

Data as of Mar 4, 2022 · Source: SEC Form ADV

Total AUM

$175M

1-Year AUM Growth

+22.9%

3-Year CAGR

+10.5%

Employees

3

Assets Under Management

Total AUM$175M

Discretionary AUM$154M

Non-Discretionary AUM$21M

Discretionary %87.9%

Total Clients—

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Filing History

Total Filings on Record16

First FilingFeb 7, 2017

Latest FilingMar 4, 2022

🔒 Full AUM trend chart and 16 historical filings spanning 5+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SHEPPARD WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.