Shepherd Wealth Partners
Firm details
- Headquarters
- ,
- CRD number
- 288920
- Website
- shepherdwealthpartners.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI73.28%
- Individuals26.41%
- Charitable Organizations0.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Shepherd Wealth Partners is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, and delivers financial planning and portfolio management services geared toward individuals and small businesses. Its fee arrangements include asset‑based fees, hourly billing, and fixed fees. Shepherd Wealth Partners is not an active ESG investor, does not act as a capital allocator, and is not positioned as a multi‑state adviser or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents4%
- Exchange Traded Equities3%
Owners & executives
1 of 1
Charles Terry
Founder and CEOCRD 5130876
Contacts
2 of 2
Diane Nelson
Investment Operations ManagerCRD 7696832
Cambell Conard
Financial Planning AssociateCRD 7696339
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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