SEC Form ADV

SHEPHERD WEALTH MANAGEMENT

Registered Investment AdviserOH
$162.1M
Assets Under Management
430
Total Clients
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Registration Details

Accession
CRD-312695
Location
CINCINNATI, OH
Filing Date
February 18, 2026
AUM
$162.1M
Total Clients
430
Amendment
No

About this Adviser

SHEPHERD WEALTH MANAGEMENT is a registered investment adviser headquartered in CINCINNATI, OH, managing approximately $162.1M in assets across 430 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.