RIA Intel›Advisers›North Carolina›SHEPHERD WEALTH PARTNERS, LLC

SHEPHERD WEALTH PARTNERS, LLC

Advisory

NC

Data as of Apr 14, 2026 · Source: SEC Form ADV

Rank in NC

#448

of 516 advisers by AUM

Average account

$292K

across 259 accounts

AUM per adviser

$38M

2 advisers

Source: SEC Form ADV. Figures as filed Apr 14, 2026.

Total AUM

$76M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$76M

Discretionary AUM$76M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients91

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC, SC

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

91 clients

39 high-net-worth

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

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Closest by assets under management. All figures from Form ADV.

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GILDER PARTNERS FOR GROWTH, LLC

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