# Shepherd Wealth Management

Shepherd Wealth Management is a Registered Investment Adviser based in Cincinnati, United States.

## Overview

- **Organization type:** Registered Investment Adviser
- **Headquarters:** Cincinnati, United States
- **Region:** North America
- **Address:** Cincinnati, OH, United States
- **Assets under management:** $162.1M regulatory AUM (Form ADV, February 2026)

## Regulatory record

- **CRD number:** 312695
- **SEC file number:** 801-131565
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-02-18
- **Reports private funds:** No

## About

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.

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Updated: 2026-10-14T19:21:12.885Z

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