Every new New York business filing, every dayShepherd Wealth Group
SHEPHERD WEALTH GROUP, LLC, Registered Agent
Shepherd Wealth Group is an advanced financial planning firm specializing in tax-efficient strategies for individuals and families. The website describes a focus on intergenerational wealth management. The business is located at 1 Byram Brook Place, Armonk, NY, as confirmed by the LLC filing and the site's contact page.
Filed January 9, 2025 · Armonk, NY · Westchester County
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New York Department of State, Division of Corporations · Entity 7504611 · Retrieved May 17, 2026
About Shepherd Wealth Group
Shepherd Wealth Group, LLC filed in New York on January 9, 2025, with a principal address in Armonk. The company is its own registered agent. Its domain was registered nearly three years before filing, on March 1, 2022, through Squarespace Domains II, and the site was built with Wix. The website matched the filing name and address. No annual report or EIN is on file yet. We estimate revenue between $1 million and $10 million and 6-25 employees.
- Domain registered 1,045 days before filing, indicating a pre-existing online presence.
- Company acts as its own registered agent rather than using a service.
- Website identity confirmed against the filing name and address.
- 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 13 new businesses registered in Armonk in January 2025, and the only financial services business registered there that month.
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Filing Details
Verified Business Profile
Contact Information
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.
Frequently Asked Questions
When was Shepherd Wealth Group registered?
Shepherd Wealth Group was registered as LLC on January 9, 2025 in New York.
Where is Shepherd Wealth Group located?
Shepherd Wealth Group is based in Armonk, NY, 10504, in Westchester County.
What type of business is Shepherd Wealth Group?
Shepherd Wealth Group is classified as a financial services business (tax-efficient wealth management).
Does Shepherd Wealth Group have an EIN on file?
No EIN was found on file for Shepherd Wealth Group at the time of registration.
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