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SHEPHERD WEALTH & RETIREMENT LLC
CRD 305645 · SEC 801-117418
6300 E. EL DORADO PLAZA, A200, TUCSON, AZ, 85715, United States
Phone
520-325-1600
Fax
520-325-9097
Registration
— (—)
Source
State registered
Total AUM
$96.9M
Discretionary AUM
$96.9M
Team
4 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 83 | $33.2M |
| High net worth individuals | 46 | $62.1M |
All web addresses on file
Official SEC filing: View on IAPD