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SIPHERD WEALTH MANAGEMENT, LLC

CRD 150011 · SEC 801-70150

Visit website

8055 O STREET, SUITE 207, LINCOLN, NE, 68510, United States

Phone

(402) 488-5656

Fax

(402) 488-5676

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

3 total employees; 1 advisory reps; 25 broker-dealer reps

Clients

11-25

Fees

Fixed fees; SELECTION OF OTHER ADVISERS FEES

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planningSelection of other advisers

Client types

TypeClientsAUM
Individuals13$0
High net worth individuals12$0

All web addresses on file

Official SEC filing: View on IAPD