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| Shepherd Wealth Management Limited Liability Company
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|---|---|
| CRD # | 312695 |
| SEC # | 801-131565 |
| CIK # | 0002016209 |
| AUM | 162.1 M (2026-02-18) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 513-630-2664 |
| Address | 3181 Linwood Ave Cincinnati, OH 45208 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 4.6 | ||
| Palantir Technologies Inc | 2.9 | ||
| Tesla Motors Inc | 2.8 | ||
| Alphabet Inc | 1.8 | ||
| Amazon Com Inc | 1.7 | ||
| CrowdStrike Holdings Inc | 1.6 | ||
| Caterpillar Inc | 1.4 | ||
| Apple Inc | 1.4 | ||
| J P Morgan Chase & Co | 1.1 | ||
| Facebook Inc | 1.1 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 387 | 63.4 |
| (b) Individuals (high net worth individuals) | 43 | 98.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 430 | 162.1 |
| By Discretionary | ||
| Discretionary | 430 | 162.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 430 | 162.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 162.1 | |
| Total | 430 | 162.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002016209] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
CA | 162.5 M |
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Bestgate Wealth Advisors LLC
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JOSS Brown Wealth Advisors Group LLC
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Wolfstich Capital LLC
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|
Banyan Global Investment Advisors LLC
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FL | 162.1 M |
|
Ironoak Wealth LLC
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|
TX | 162.0 M |
|
Confidential Management Advisors Inc
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|
MI | 161.9 M |
|
Williams Garth Alan
✚
|
161.8 M |