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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 3, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GARLAND, JOSHUA, CASEY | I | OWNER AND CCO | E | Control |
| GARLAND, JOSHUA, CASEY | I | OWNER AND CCO | E | Control |
| GARLAND, JOSHUA, CASEY | I | OWNER AND CCO | E | Control |
| ASHCROFT, JOHN, EUGENE | I | PRESIDENT | C | Control |
| ASHCROFT, JOHN, EUGENE | I | PRESIDENT | C | Control |
| ASHCROFT, JOHN, EUGENE | I | PRESIDENT | C | Control |
Registrations
Federal
IA
Mar 3, 2025 REGISTERED
Notice Filings (5)
FL KY NC OH PA
Address
3181 LINWOOD AVE.SUITE 20
CINCINNATI, OH 45208
United States
Phone: (513) 630-2664