SHEPHERD WEALTH & RETIREMENT LLC

TUCSON, Arizona·2 registered advisors·CRD# 305645
SEC# 801-1174183520-325-1600
01

Firm Overview

AUM
$71M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at SHEPHERD WEALTH & RETIREMENT LLC

2 registered advisors
David Wayne Shepherd
TUCSON, Arizona
CFPChFC
David Wayne Shepherd
TUCSON, Arizona
CFP
05

Office Locations

TUCSON, Arizona
2 advisors

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Data sourced from SEC Form ADV filings. SHEPHERD WEALTH & RETIREMENT LLC (CRD# 305645) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.