Three Sheep Wealth Management

EST. AUM
$9,135,686

CONTACTS

CLIENT ACCOUNTS
31

Firm Details

Metro area Santa Cruz
CRD Number 335741
Website threesheepwealth.com
Client types

Overview

Three Sheep Wealth Management, LLC is a fee-only registered investment advisory firm established in March 2025 and headquartered in Monterey, California. The company was founded by Kenneth David Cranstone, CFP®, who previously worked with established registered investment advisers in Sacramento and Monterey. It provides comprehensive wealth management, investment portfolio monitoring, retirement planning, cash-flow analysis, and financial goal assessments. Its services are designed primarily for individuals, families, and clients seeking personalized financial planning and ongoing investment oversight. The firm uses a relationship-based advisory model and limits its intended client capacity to approximately 60 relationships. It charges asset-based advisory fees of 0.50%–0.85% annually, subject to a $6,400 annual minimum, and does not sell proprietary investment products. Public regulatory data aggregators report approximately $9.14 million in regulatory assets under management across 11 clients.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Three Sheep Wealth Management

Platform Details

Investment Preferences

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Address

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