SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANY
Legal name: SHEPHERD WEALTH MANAGEMENT
CRD #312695 SEC #801-131565 CINCINNATI, OH (513) 630-2664
SEC Registered
Total AUM
$113.6M
Discretionary
$113.6M
Employees
2
Clients
10
Accounts
315
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $113.6M | $113.6M | $0 | 2 | 0 |
| Feb 2025 | $113.6M | $113.6M | $0 | 2 | 0 |
| Nov 2024 | $101.6M | $101.6M | $0 | 2 | 0 |
DateMar 2025
Total AUM$113.6M
Discretionary$113.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$113.6M
Discretionary$113.6M
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$101.6M
Discretionary$101.6M
Non-Disc.$0
Employees2
Clients0