# SHEPHERD WEALTH PARTNERS

SHEPHERD WEALTH PARTNERS is an SEC-registered investment adviser.

## Registration

- CRD: 288920
- Type: SEC-registered investment adviser
- Phone: (704) 443-8455
- Latest filing: 2026-04-14
- Regulatory AUM: $75.7M
- Discretionary AUM: $75.7M
- Clients: 2
- Accounts: 259

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288920/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288920/similar
- Related entities: https://search.stillhousedata.com/firm/288920/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288920

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.