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SIPHERD WEALTH MANAGEMENT, LLC
CRD 150011 · SEC 801-70150
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $0 |
| High net worth individuals | 12 | $0 |
All web addresses on file
Official SEC filing: View on IAPD