THREE SHEEP WEALTH MANAGEMENT, LLC

Overview

Three Sheep Wealth Management, LLC is a small independent registered investment adviser that manages portfolios for individuals and families on a fee‑based, percentage‑of‑AUM model. The firm’s advisory work centers on comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and client education through seminars and workshops. Investment activity shows a clear equity preference: the majority of client assets are held in exchange‑traded equities and ETFs, while additional exposure is obtained through mutual funds and selective allocations to third‑party alternative managers. The firm does not identify as an ESG investor and operates without multi‑state adviser designation. Given its client base and service set, the firm appears to prioritize direct equity exposure and liquid portfolio construction for high‑net‑worth individuals and families, while supplementing portfolios with externally managed alternatives where appropriate. The use of educational programming suggests an emphasis on investor understanding and engagement as part of the client relationship.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices