SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANY
Doing business as SHEPHERD WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$162,081,052
Discretionary
$162,081,052
Non-discretionary
$0
Firm details
- CRD number
- 312695
- SEC file number
- 801-131565
- Main office
- CINCINNATI, OH, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.