Shepherd Wealth & Retirement LLC
Shepherd Wealth & Retirement LLC is an SEC-registered mass-market adviser with $70.6M assets under management (AUM, regulatory AUM), -22% over one year. See who owns Shepherd Wealth & Retirement LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305645, data through 2022-08-01.
- AUM (assets under management / regulatory AUM)
- $70.6M (2022-08-01)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 132
- CRD
- 305645
- Ownership
- SHEPHERD, DAVID, WAYNE
How much AUM does Shepherd Wealth & Retirement LLC have?
Shepherd Wealth & Retirement LLC reported $70.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2022-08-01).
Who owns Shepherd Wealth & Retirement LLC?
Disclosed owners and executives of Shepherd Wealth & Retirement LLC include SHEPHERD, DAVID, WAYNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.