THREE SHEEP WEALTH MANAGEMENT, LLC

THREE SHEEP WEALTH MANAGEMENT, LLC of MONTEREY, CA is an SEC-registered investment adviser (CRD 335741). Regulatory assets under management: $9.1M.

Registration

• CRD: 335741
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335741 on SEC IAPD (source of record)
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