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SHEPHERD WEALTH MANAGEMENT
SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANY
CRD 312695 · SEC 801-131565
3181 LINWOOD AVE., SUITE 20, CINCINNATI, OH, 45208, United States
Phone
(513) 630-2664
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$162.1M
Discretionary AUM
$162.1M
Team
4 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 387 | $63.4M |
| High net worth individuals | 43 | $98.7M |
States served
KY, NC, OH, PA, TX, FL
All web addresses on file
- https://twitter.com/financial_shep
- https://www.youtube.com/channel/UCvxptCT2f3uBceg_Qf4ug9g
- https://www.buzzsprout.com/1726205/8924722
- https://shepherdwm.com
- https://www.facebook.com/shepherdwm
- https://www.instagram.com/shepherdwealthmanagement/
- https://www.linkedin.com/in/joshua-casey-garland-cfp%C2%AE-8054b5218/
Official SEC filing: View on IAPD