# Sipherd Wealth Management

Sipherd Wealth Management is an Asset Manager based in Lincoln.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Lincoln
- **Assets under management:** Undisclosed
- **Website:** sipherdwealth.com

## Regulatory record

- **CRD number:** 150011
- **SEC file number:** 801-70150
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150011

## About

Sipherd Wealth Management, LLC is a registered investment adviser focused on retirement and tax planning for individuals over age 50. The firm helps clients make smart financial decisions as they approach retirement and beyond, giving advice in plain English so clients can make educated decisions. Services include investment management, retirement planning, withdrawal strategy, tax preparation and planning through an affiliated CPA firm, and estate planning assistance.

## Sectors

- Private Wealth Management

## People

- Aaron P. Sipherd — CPA/PFS, CFP® — Founder & CEO
- Andrea Streit — Client Service Manager

## Questions

### What are the regulatory details for Sipherd Wealth Management?

Sipherd Wealth Management, LLC is registered as an investment adviser with the Securities and Exchange Commission (SEC) or state securities authorities, as per typical RIA requirements. No disclosures of disciplinary history are publicly accessible.

### Who are the key people at Sipherd Wealth Management?

No named principals or professionals are found in public sources. The firm's leadership, including its CEO or CIO, has not been disclosed.

### Does Sipherd Wealth Management have any public AUM or performance data?

No. Sipherd Wealth Management does not publicly disclose AUM, performance, or deployment numbers. The AUM band is classified as Undisclosed.

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- [WYNKOOP LLC](https://altss.com/profile/wynkoop-llc)

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Last updated: 2026-08-11T15:08:04.536Z

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