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THREE SHEEP WEALTH MANAGEMENT, LLC

Advisory

MONTEREY, CA

Data as of Feb 20, 2026 · Source: SEC Form ADV

Rank in CA
#4,704
of 5,480 advisers by AUM
Average account
$295K
across 31 accounts
AUM per adviser
$9M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM
$9M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$9M
Discretionary AUM$9M
Non-Discretionary AUM$493K
Discretionary %94.6%
Total Clients11
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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