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THREE SHEEP WEALTH MANAGEMENT, LLC
CRD 335741
288 PEARL ST #2003, MONTEREY, CA, 93940, United States
Phone
831-521-6116
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$9.1M
Discretionary AUM
$8.6M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $2.7M |
| High net worth individuals | 5 | $6.5M |
All web addresses on file
Official SEC filing: View on IAPD