Shepherd Wealth & Retirement LLC

Shepherd Wealth & Retirement LLC (CRD# 305645) is a financial advisory firm headquartered in Tucson, AZ. They manage $78,025,258 in 344 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
6300 E. El Dorado Plaza, A200, Tucson, AZ 85715
https://www.linkedin.com/company/2706895/admin
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    344
    ACCOUNTS
  • Average Account Value
    $226,818
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Shepherd Wealth & Retirement LLC
Showing 1 - 3 of 3 top financial advisors.
1
David Shepherd, financial advisor Tucson AZ
David W. Shepherd
CRD#: 1988336
6300 E. El Dorado Plaza, A200, Tucson, AZ 85715

David Shepherd (CRD# 1988336) is an Investment Advisor Representative working at Shepherd Wealth & Retirement LLC in Tucson, AZ and has over 34 years of experience in the finance industry.

2
David Shepherd, financial advisor Tucson AZ
David W. Shepherd
CRD#: 4336383
6300 E. El Dorado Plaza, A200, Tucson, AZ 85715

David Shepherd (CRD# 4336383) is an Investment Advisor Representative working at Shepherd Wealth & Retirement LLC in Tucson, AZ and has over 22 years of experience in the finance industry.

3
Sherry Miller, financial advisor Tucson AZ
Sherry A. Miller
CRD#: 2735330
6300 E. El Dorado Plaza, A200, Tucson, AZ 85715

Sherry Miller (CRD# 2735330) is an Investment Advisor Representative working at Shepherd Wealth & Retirement LLC in Tucson, AZ and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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