SHEPHERD WEALTH & RETIREMENT LLC
CRD #305645 SEC #801-117418 TUCSON, AZ 520-325-1600
SEC Registered
Total AUM
$74.5M
Discretionary
$74.5M
Employees
4
Clients
1
Accounts
329
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2022 | $70.6M | $70.6M | $0 | 3 | 2 |
| Jul 2022 | $70.6M | $70.6M | $0 | 3 | 2 |
| May 2022 | $74.5M | $74.5M | $0 | 4 | 2 |
| Apr 2022 | $74.5M | $74.5M | $0 | 4 | 2 |
| Mar 2022 | $74.5M | $74.5M | $0 | 4 | 2 |
| Oct 2021 | $90.5M | $90.5M | $0 | 5 | 2 |
| Oct 2021 | $90.5M | $90.5M | $0 | 5 | 2 |
| Aug 2021 | $90.5M | $90.5M | $0 | 5 | 2 |
| Aug 2021 | $90.5M | $90.5M | $0 | 5 | 2 |
| May 2021 | $90.5M | $90.5M | $0 | 5 | 2 |
| May 2021 | $90.5M | $90.5M | $0 | 5 | 2 |
| Feb 2021 | $90.5M | $90.5M | $0 | 5 | 2 |
| Feb 2021 | $90.5M | $90.5M | $0 | 5 | 2 |
| Jun 2020 | $105.9M | $105.9M | $0 | 5 | 1 |
| May 2020 | $105.9M | $105.9M | $0 | 5 | 1 |
| Apr 2020 | $105.9M | $105.9M | $0 | 5 | 1 |
| Feb 2020 | $105.9M | $105.9M | $0 | 5 | 1 |
| Sep 2019 | $0 | $0 | $0 | 6 | 0 |
| Aug 2019 | $0 | $0 | $0 | 6 | 0 |
DateAug 2022
Total AUM$70.6M
Discretionary$70.6M
Non-Disc.$0
Employees3
Clients2
DateJul 2022
Total AUM$70.6M
Discretionary$70.6M
Non-Disc.$0
Employees3
Clients2
DateMay 2022
Total AUM$74.5M
Discretionary$74.5M
Non-Disc.$0
Employees4
Clients2
DateApr 2022
Total AUM$74.5M
Discretionary$74.5M
Non-Disc.$0
Employees4
Clients2
DateMar 2022
Total AUM$74.5M
Discretionary$74.5M
Non-Disc.$0
Employees4
Clients2
DateOct 2021
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees5
Clients2
DateOct 2021
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees5
Clients2
DateAug 2021
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees5
Clients2
DateAug 2021
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees5
Clients2
DateMay 2021
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees5
Clients2
DateMay 2021
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees5
Clients2
DateFeb 2021
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees5
Clients2
DateFeb 2021
Total AUM$90.5M
Discretionary$90.5M
Non-Disc.$0
Employees5
Clients2
DateJun 2020
Total AUM$105.9M
Discretionary$105.9M
Non-Disc.$0
Employees5
Clients1
DateMay 2020
Total AUM$105.9M
Discretionary$105.9M
Non-Disc.$0
Employees5
Clients1
DateApr 2020
Total AUM$105.9M
Discretionary$105.9M
Non-Disc.$0
Employees5
Clients1
DateFeb 2020
Total AUM$105.9M
Discretionary$105.9M
Non-Disc.$0
Employees5
Clients1
DateSep 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateAug 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0