Sheppard Wealth Management LLC

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Assets, Funds, Holdings

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CAFR Data
Sheppard Wealth Management LLC
CRD #171444
SEC #801-109989
CIK #
AUM $130.4 MM (95% Disc, 100% US)
Employees5 (60% Investors, 0% Brokers)
Phone541-604-8603
Address360 Sw Bond St
Bend, OR 97702
Source [IAPD] [Website]
Total AUM ($MM)
170136102683402011201420172020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Opal Sheppard Opportunities Fund I LP [2017-06-02] 8.1 6.2
View All
Fund Directors # Filings # Firms 2011 - 2020
John Swanson 1 1
OSO Management LLC 1 1
Phuc Hua 1 1
Sheppard Wealth Management LLC 1 1
Sheppard Wealth Management 1 1
Opal Advisors LLC 1 1
Comparable Firms State AUM ($BB)
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Resolve Asset Management Inc
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Insight Onsite Strategic Management LLC
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Sunset Partners Capital Management LLC
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Polar Investment Counsel Inc
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Highview Advisors LP
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Philadelphia Investment Partners LLC
NJ 0.1
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