RIA Intel›Advisers›Missouri›SHEPARD WEALTH MANAGEMENT, LLC

SHEPARD WEALTH MANAGEMENT, LLC

Advisory

MO

Data as of Jan 30, 2026 · Source: SEC Form ADV

Rank in MO

#285

of 342 advisers by AUM

Average account

$741K

across 108 accounts

AUM per adviser

$27M

3 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM

$80M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$80M

Discretionary AUM$35M

Non-Discretionary AUM$45M

Discretionary %43.6%

Total Clients108

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, KS, MO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

108 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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