Sheppard Wealth Management, LLC

Sheppard Wealth Management, LLC (CRD# 171444) is a financial advisory firm headquartered in Bend, OR. They manage $127,444,275 in 117 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    117
    ACCOUNTS
  • Average Account Value
    $1,089,267
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, WA

Financial Advisors at Sheppard Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
John S. Swanson
CRD#: 3070826
360 Sw Bond St., Suite 510, Bend, OR 97702
98
Wealthminder
score
John Swanson (CRD# 3070826) is an Investment Advisor Representative working at Sheppard Wealth Management, LLC in Bend, OR and has over 17 years of experience in the finance industry.
2
Andrew D. Papendieck
CRD#: 1408187
1400 Excutive Parkway, Suite 260, Eugene, OR 97401
73
Wealthminder
score

Andrew Papendieck (CRD# 1408187) is an Investment Advisor Representative working at Sheppard Wealth Management, LLC in Eugene, OR and has over 30 years of experience in the finance industry.

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