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Three Sheep Wealth Management
Three Sheep Wealth Management, LLC is a state-registered investment adviser in Monterey, CA. The firm manages $9 million in assets on a discretionary basis.
Overview
Three Sheep Wealth Management, LLC is a state-registered investment adviser in Monterey, CA. The firm manages $9 million in assets on a discretionary basis. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
Who runs investment decisions at the firm?
Three Sheep has not publicly disclosed its leadership team or the individuals responsible for its investment committee. No named principals have been identified through state business registrations, the firm's own communications, or financial media coverage. The investment decision-making process remains internal and unverified.
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