This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$162MItem 5.F on the latest filing (2026-02-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$162M

Private client RAUM

$162MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$40.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

4

Advisory employees

4

Offices

1Schedule D 1.F, beyond the principal office

Accounts

430

Individual clients

387

High net worth clients

43

SEC number

801-131565

CRD

312695

Filings on the tape

4

First filed

Nov 1, 2024

Latest filed

Feb 18, 2026

Organised

Limited Liability Company, OH

• Occurred

  Nov 1, 2024
  First Form ADV filing

  Shepherd Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:76f7ce2c-3aa8-ee9c-64fa-878b3b647cf4

First observed

Nov 1, 2024

Last observed

Feb 18, 2026 7 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.