CRD: 335741
Three Sheep Wealth Management, LLC
$9.1M Total AUM
$8.6M Disc. AUM
-- 3Y CAGR
1 Employees
11 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-23-2025
- Office Locations
- 1
Office Locations
288 Pearl ST #2003 Monterey CA
About Three Sheep Wealth Management, LLC
Three Sheep Wealth Management, LLC is a Monterey-based RIA. The firm has been operating for 1 years. Managing $9.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
29 AVG AGE
$9.1M AVG AUM / ADVISOR
$830.5K AVG AUM / CLIENT
1.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
KENNETH DAVID CRANSTONE
Chief Compliance Officer, Managing Member
- CRD
- #6302325
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,642,997 | -- |
| Non-Discretionary | $492,689 | -- |
| Total | $9,135,686 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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