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Shepherd 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
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See how it worksAbout Shepherd Wealth Group
Shepherd Wealth Group is a wealth management business (LLC) registered on April 17, 2025 with the New York Division of Corporations. The business is located in Armonk, New York 10504. The record lists Shepherd Wealth Management LLC as Registered Agent.
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Filing Details
Verified Business Profile
SubcategoryTax-Efficient Advanced 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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Document Timeline
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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.
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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