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Shepherd Financial
Steven Wylam, Authorized Member
Shepherd Financial is a financial services firm based in Carmel, IN, and Sarasota, FL, specializing in retirement planning and wealth management. The website team page lists Steven Wylam and Thomas Mayer as team members, directly matching LLC officers. The LLC's principal address in Sarasota aligns with another site (W4) but that site is for insurance; the core financial advisory business is represented by W2.
Filed May 1, 2026 · Sarasota, FL · Collier County
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Florida Division of Corporations (Sunbiz) · Entity L26000241043 · Retrieved May 6, 2026
About Shepherd Financial
SHEPHERD FINANCIAL LLC filed in Florida on May 1, 2026, as a financial services firm specializing in retirement planning. The company is managed by authorized members Steven Wylam and Thomas Mayer, with Wylam also serving as the personally filed registered agent. Its domain was registered on October 29, 2001, nearly 25 years before the filing, through GoDaddy. The website was built with Site Kit by Google and confirms the company's name and Sarasota address. We estimate annual revenue between $1 million and $10 million and a team of 26 to 100 employees, operating from a brick-and-mortar location. No annual report or EIN is on file yet.
- Domain registered 8,950 days before the filing, indicating a long-standing web presence.
- Registered agent filed personally by owner Steven Wylam, not a commercial service.
- Two authorized members listed: Steven Wylam and Thomas Mayer.
- Website identity confirmed, matching the filing's name and Sarasota address.
- We estimate revenue of $1M-$10M and 26-100 employees, with a brick-and-mortar footprint.
- No annual report or EIN on file yet.
Compiled from the state record, the company's public web presence, and our own research; revenue, employee, and footprint figures are estimates, not verified financials. Updated August 23, 2026.
One of 631 new businesses registered in Sarasota in May 2026, one of 4 financial services businesses.
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Filing Details
Entity NameSHEPHERD FINANCIAL LLC
Entity TypeFLAL
Entity NumberL26000241043
Filing DateMay 1, 2026
Principal AddressLocked
City / State / ZipSarasota, FL 34239
CountyCollier
TimezoneEastern (ET)
EIN on FileNo
Registered AgentSTEVEN
Agent AddressLocked
Filed ViaSelf-filed (owner is the registered agent)
WebsiteYes · domain registered 8950 days before filing · registrar GoDaddy
Website BuildModern · Site Kit by Google
Annual ReportNot yet filed
Estimated Revenue$1M-$10M (estimate)
Estimated Employees26-100 (estimate)
FootprintBrick and mortar (estimate)
First Recorded by DayOneLeadMay 6, 2026 (5 days after filing)
Verified Business Profile
SubcategoryRetirement Planning
Contact Information
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Verified Website Profile
We matched this business to its website and pulled the domain's registration (WHOIS) record. Domain age is one of the strongest signals that a filing is a truly new business and not a re-filing or paperwork change.
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Officers / Authorized Persons
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Frequently Asked Questions
When was Shepherd Financial registered?
Shepherd Financial was registered as FLAL on May 1, 2026 in Florida.
Where is Shepherd Financial located?
Shepherd Financial is based in Sarasota, FL, 34239, in Collier County.
What type of business is Shepherd Financial?
Shepherd Financial is classified as a financial services business (retirement planning).
Is Shepherd Financial still active?
According to the Florida Division of Corporations, Shepherd Financial's current record status is "active".
Does Shepherd Financial have an EIN on file?
No EIN was found on file for Shepherd Financial at the time of registration.
Who Sells to This Business
Based on the business category, these service providers typically target this type of business.
InsuranceWeb DesignerAccounting
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