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Shepherd Wealth Management
Shepherd Wealth Management is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 312695, SEC file 801-131565), with its...
Overview
Shepherd Wealth Management is an investment adviser registered with the U.S. Securities and Exchange Commission (CRD 312695, SEC file 801-131565), with its main office in Cincinnati, Ohio. Its Form ADV filed on 18 February 2026 reports $162.1M in regulatory assets under management across 430 accounts.
General information
Firm type
Registered Investment Adviser
AUM
$162.1M regulatory AUM (Form ADV, February 2026)
Location
Region
North America
Country
United States
City
Cincinnati
Corporate office
Cincinnati, OH, United States
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