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Shepherd Wealth Partners, LLC

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Shepherd Wealth Partners, LLC

OverviewArticlesHoldingsAssetsServicesAdvisorsLeadershipFees

Overview

Description

Shepherd Wealth Partners, LLC is a RIA with $21M in AUM and with 1 advisor nationwide . Charles Stuart Terry is the sole owner of the firm and has been in this role with the firm since 2017.

Information

  • Type
    RIA
  • HEAD QUARTERS
    N/A
  • # OF EMPLOYEES
    1
  • Total Assets
    $20,703,652

Location

N/A
N/A

Articles

Insights

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    *Articles are published by advisors without compensation.
    Procter & Gamble Plans Competitive, But Exposure to Company Stock a Risk to Participants
    BrightScope Editorial

    Firm Links

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    Holdings

    ETF Holdings

    There is no ETF holding data from this firm to display at this time.

    Assets

    Assets

    Last updated on June 9, 2019
      • $20.7M
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
      • 214
        Accounts
      • $96.7K
        Estimated Average Account Balance

    Services

    Firm Services

    There is no Services data available to display at this time.

    Firm Client types

    There is no client type data to display at this time.

    Advisors

    Current Advisors

    # of advisors

    1

    name start date
    Charles Stuart Terry     		June 2017
      View All Advisors

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Charles Stuart Terry Managing Member/Ceo/Cco June, 2017 75% or more
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees