# SHEPHERD WEALTH & RETIREMENT LLC

SHEPHERD WEALTH & RETIREMENT LLC of TUCSON, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 305645
- Type: SEC-registered investment adviser
- SEC file number: 801-117418
- Location: 6300 E. EL DORADO PLAZA, TUCSON, AZ, 85715
- Phone: 520-325-1600
- Latest filing: 2026-05-01
- Regulatory AUM: $96.9M
- Discretionary AUM: $96.9M
- Clients: 4
- Accounts: 323

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| SHEPHERD DAVID WAYNE | CHIEF COMPLIANCE OFFICER; MANAGER AND CHIEF COMPLIANCE OFFICER; MANAGER AND CHIEF INVESTMENT OFFICER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305645/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305645/similar
- Related entities: https://search.stillhousedata.com/firm/305645/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305645

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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.