SHEPHERD WEALTH PARTNERS

SHEPHERD WEALTH PARTNERS is an SEC-registered investment adviser (CRD 288920). Regulatory assets under management: $75.7M.

Registration

• CRD: 288920
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288920 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search