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Shepherd 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
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See how it worksAbout Shepherd Wealth Group
Shepherd Wealth Group is a financial services business (LLC) registered on January 9, 2025 with the New York Division of Corporations. The business is located in Armonk, New York 10504. The record lists SHEPHERD WEALTH GROUP, LLC as Registered Agent.
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Filing Details
Verified Business Profile
SubcategoryTax-Efficient Wealth Management
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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Document Timeline
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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.
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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