# SHEPPARD WEALTH MANAGEMENT, LLC

SHEPPARD WEALTH MANAGEMENT, LLC of BEND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 171444
- Type: SEC-registered investment adviser
- SEC file number: 801-109989
- Location: 5 NW MINNESOTA AVE, SUITE 220, BEND, OR, 97703
- Phone: 541-604-8603
- Latest filing: 2022-03-04
- Regulatory AUM: $175.0M
- Discretionary AUM: $153.8M
- Non-discretionary AUM: $21.2M
- Clients: 3
- Accounts: 411

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| SWANSON JOHN SHEPPARD | MANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | — |
| Abell Jill | CHIEF COMPLIANCE OFFICER | — |


## Private funds (2)

Mix: Hedge Fund 1 · Venture Capital Fund 1

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| OPAL SHEPPARD OPPORTUNITIES FUND I LP | Hedge Fund | — | 30 | $7.6M | $250K |
| SHEPPARD WEALTH VC - CLEAN ENERGY FUND SERIES | Venture Capital Fund | — | 13 | $905K | $100K |


## Fund service providers (2)

- administrator: AUSTIN CAPITAL TRUST
- administrator: KLINE FUND ADMINISTRATION

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/171444/brochure
- Similar advisers: https://search.stillhousedata.com/firm/171444/similar
- Related entities: https://search.stillhousedata.com/firm/171444/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/171444

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.