Every new New York business filing, every dayShepherd Wealth Group
Shepherd Wealth Management LLC, Registered Agent
Shepherd Wealth Group (filing as Shepherd Wealth Management LLC) is an advanced planning firm with a tax-efficient focus, serving high-net-worth individuals and families. The website emphasizes intergenerational wealth strategies and personalized solutions. The principal address matches the LLC filing exactly.
Filed April 17, 2025 · Armonk, NY · Westchester County
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New York Department of State, Division of Corporations · Entity 7588421 · Retrieved May 17, 2026
About Shepherd Wealth Group
Shepherd Wealth Management LLC filed in New York on April 17, 2025, as a tax-efficient advanced planning wealth management firm. The company itself is listed as its own registered agent. The domain was registered three years earlier, on March 1, 2022, through Squarespace Domains II, and the site was built with Wix. The website is modern and confirmed to match the filing. We estimate revenue between $1 million and $10 million and 6 to 25 employees, with a brick-and-mortar footprint. One other entity shares the same Armonk address. No annual report or EIN is on file.
- Domain registered 1,143 days before the filing date.
- Company listed as its own registered agent.
- We estimate revenue of $1M-$10M and 6-25 employees.
- Website is a modern Wix site confirmed to match the filing.
- One other entity shares the same Armonk 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 11 new businesses registered in Armonk in April 2025, and the only wealth management 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 April 17, 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 wealth management business (tax-efficient advanced planning).
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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