# THREE SHEEP WEALTH MANAGEMENT, LLC

THREE SHEEP WEALTH MANAGEMENT, LLC of MONTEREY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 335741
- Type: SEC-registered investment adviser
- Location: 288 PEARL ST #2003, MONTEREY, CA, 93940
- Phone: 831-521-6116
- Latest filing: 2026-02-20
- Regulatory AUM: $9.1M
- Discretionary AUM: $8.6M
- Non-discretionary AUM: $493K
- Clients: 1
- Accounts: 31

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335741/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335741/similar
- Related entities: https://search.stillhousedata.com/firm/335741/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335741

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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.