SHEPPARD WEALTH MANAGEMENT, LLC

BEND, Oregon·2 registered advisors·CRD# 171444
SEC# 801-1099892541-604-8603
01

Firm Overview

AUM
$175M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SHEPPARD WEALTH MANAGEMENT, LLC

2 registered advisors
Jill Abell
BEND, Oregon
John Sheppard Swanson
BEND, Oregon
05

Office Locations

BEND, Oregon
2 advisors

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Data sourced from SEC Form ADV filings. SHEPPARD WEALTH MANAGEMENT, LLC (CRD# 171444) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.