CRD: 305645
Shepherd Wealth & Retirement LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-30-2019
- Office Locations
- 1
Office Locations
About Shepherd Wealth & Retirement LLC
Shepherd Wealth & Retirement is an independent Tucson, AZ wealth management firm led by a father-and-son CFP team. They advise business owners and successful families with investment and retirement planning, risk/insurance, cash-flow guidance, and estate/charitable planning. The firm emphasizes objective advice with no quotas or proprietary product incentives and follows its “Shepherd Your Wealth Process” to deliver consistent, customized plans.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID WAYNE SHEPHERD
Certified Financial Planner, Chartered Financial Consultant, Chief Compliance Officer, Financial Planner, Manager
- CRD
- #1988336
- Ownership
- 50% but less than 75%
DAVID WAYNE SHEPHERD JR
Certified Financial Planner, Chief Investment Officer, Manager
- CRD
- #4336383
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
Unlock allContacts
SHERRY ANN MILLER
Certified Financial Planner
- CRD
- #2735330
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,931,456 | $226,423 |
| Non-Discretionary | $0 | -- |
| Total | $96,931,456 | $226,423 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing