Overview
Assets Under Management: $162 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 43
Average Client Assets: $2.3 million
Frequently Asked Questions
SHEPHERD WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312695), SHEPHERD WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
SHEPHERD WEALTH MANAGEMENT is headquartered in CINCINNATI, OH.
SHEPHERD WEALTH MANAGEMENT serves 43 high-net-worth clients according to their SEC filing dated February 18, 2026. View client details ↓
According to their SEC Form ADV, SHEPHERD WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
SHEPHERD WEALTH MANAGEMENT manages $162 million in client assets according to their SEC filing dated February 18, 2026.
According to their SEC Form ADV, SHEPHERD WEALTH MANAGEMENT serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 43
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.88%
Average Client Assets: $2.3 million
Total Client Accounts: 430
Discretionary Accounts: 430
Regulatory Filings
CRD Number: 312695
Filing ID: 2055851
Last Filing Date: 2026-02-18 18:14:02