SIPHERD WEALTH MANAGEMENT, LLC

Overview

Sipherd Wealth Management, LLC operates as a small, independent registered investment adviser structured as a limited liability company and owned by an individual. The firm positions itself primarily as a financial planning and advisory practice for individuals and families, with a stated role as a capital allocator and a service model that includes selecting outside advisers. That combination suggests the firm focuses more on holistic planning and manager selection than on running large in-house discretionary strategies. The firm reports a fee model that includes fixed fees (and other unspecified fee arrangements), and it lists financial planning and the selection of other advisers among its principal advisory activities. Sipherd Wealth Management does not report being an active ESG investor, is not positioned as a multi-state adviser, and is not identified as a pension consultant or related adviser. The firm shows an affiliation with accounting professionals, indicating a likely reliance on coordinated tax and accounting input as part of client service.

Assets & Accounts

Investments & Alternatives

Location & Offices