SHEPHERD WEALTH & RETIREMENT LLC

RIASEC RegisteredEst. 2019

Total AUM

$96.9M

Discretionary

$96.9M

100% of AUM

Avg account

$300K

Accounts

323

Employees

Advisory reps

Firm details

Headquarters: TUCSON, Arizona
CRD number: 305645
Registered since: September 27, 2019
Website: www.shepherdwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI64.1%
Individuals34.29%
Pension & Profit Sharing Plans1.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Shepherd Wealth & Retirement LLC is an independent, SEC-registered registered investment adviser organized as an LLC and founded in 2019. The firm is owner-operated and serves primarily individual and family clients. It operates as a capital allocator and provides a mix of fee arrangements (percentage of AUM, hourly, and fixed fees). Advisory services reported on its ADV include financial planning; portfolio management for individuals, small businesses and other institutions; pension consulting; and the selection of outside advisers. The firm identifies itself as an active ESG investor and lists an insurance company among its industry affiliations.