SHEPHERD WEALTH MANAGEMENT LIMITED LIABILITY COMPANY of CINCINNATI, OH is an SEC-registered investment adviser (CRD 312695). Regulatory assets under management: $162.1M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Joshua Casey Garland | OWNER AND CCO | — |
| John Eugene Ashcroft | PRESIDENT | — |
| GARLAND JOSHUA CASEY | OWNER AND CCO | — |
| ASHCROFT JOHN EUGENE | PRESIDENT | — |