Shepherd Wealth Management

Shepherd Wealth Management (CRD# 312695) is a financial advisory firm headquartered in Cincinnati, OH. They manage $73,219,072 in 233 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
3181 Linwood Ave., Suite 20, Cincinnati, OH 45208
https://shepherdwm.com
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    233
    ACCOUNTS
  • Average Account Value
    $314,245
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

FL, KY, NC, OH, PA, SC, TX

Financial Advisors at Shepherd Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
John Ashcroft, financial advisor Cincinnati OH
John E. Ashcroft
CRD#: 4994425
3181 Linwood Ave., Suite 20, Cincinnati, OH 45208

John Ashcroft (CRD# 4994425) is an Investment Advisor Representative working at Shepherd Wealth Management in Cincinnati, OH and has over 18 years of experience in the finance industry.

2
Joshua Garland, financial advisor Cincinnati OH
Joshua C. Garland
CRD#: 5944284
3181 Linwood Ave., Suite 20, Cincinnati, OH 45208

Joshua Garland (CRD# 5944284) is an Investment Advisor Representative working at Shepherd Wealth Management in Cincinnati, OH and has over 12 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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