Shepherd Wealth & Retirement LLC

RIAState Registered

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, Arizona-registered limited liability company that provides wealth management and financial planning primarily for individual and family clients. The firm is owner-operated and positions itself as a capital allocator that combines traditional portfolio management with third-party manager selection. Its advisory services span financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selecting other advisers. Fee arrangements include asset-based fees, hourly charges, and fixed fees. The firm identifies as an active ESG investor and maintains an affiliation with an insurance company.