Shepherd Wealth Management
Shepherd Wealth Management is an SEC-registered mass-market adviser in Cincinnati, OH with $162.1M assets under management (AUM, regulatory AUM), +43% over one year. See who owns Shepherd Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312695, SEC 801-131565, data through 2026-02-18.
- AUM (assets under management / regulatory AUM)
- $162.1M (2026-02-18)
- Firm type
- Mass-Market Adviser
- Location
- Cincinnati, OH
- Employees
- 4
- Clients
- 430
- CRD
- 312695
- Ownership
- GARLAND, JOSHUA, CASEY; ASHCROFT, JOHN, EUGENE
How much AUM does Shepherd Wealth Management have?
Shepherd Wealth Management reported $162.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-18).
Who owns Shepherd Wealth Management?
Disclosed owners and executives of Shepherd Wealth Management include GARLAND, JOSHUA, CASEY, ASHCROFT, JOHN, EUGENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.