S
$162.1M Total AUM
$162.1M Disc. AUM
-- 3Y CAGR
4 Employees
430 ADV. Clients
5 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-04-2021
- Office Locations
- 4
Office Locations
27-31 E. Main St. 3RD Floor Lititz PA
3181 Linwood Ave. Suite 20 Cincinnati OH
-- Asheboro NC
About Shepherd Wealth Management
Shepherd Wealth Management provides customized investment management, financial planning, and tax planning, including tax preparation and filing, for individuals and families and select business owners. Portfolios are built around a defined process and are implemented primarily with ETFs, with custody through Charles Schwab.
Team overview
-- AVG AGE
$40.5M AVG AUM / ADVISOR
$376.9K AVG AUM / CLIENT
2.6 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
JOSHUA CASEY GARLAND
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #5944284
- Ownership
- 75% or more
Available
Available
Available
JOHN EUGENE ASHCROFT
President
- CRD
- #4994425
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
JEFFREY RAY ALBRIGHT
--
- CRD
- #3262336
Available
Available
Available
B
Brady Jackson
--
- CRD
- #6122121
Available
Available
Available
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,081,052 | $376,933 |
| Non-Discretionary | $0 | -- |
| Total | $162,081,052 | $376,933 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing