Shepherd Wealth & Retirement

Financial Services • Tucson, Arizona, United States • 1-10 Employees

Company overview

Headquarters	Suite A200, Tucson, AZ 85715, US
Phone number	+15203259097
Website	shepherdwealth.com
NAICS	52
SIC	628
Founded	1986
Employees	1-10
Socials

Key Contact at Shepherd Wealth & Retirement

Sherry Miller

Director of Operations

Shepherd Wealth & Retirement Email Formats

Shepherd Wealth & Retirement uses 1 email format. The most common is {first initial} (e.g., j@shepherdwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@shepherdwealth.com	100%

About Shepherd Wealth & Retirement

Shepherd Wealth and Retirement is a fee-based Registered Investment Advisory Firm. Shepherd Wealth provides investment management and financial planning services to individuals, retirement plans, business entities, trusts and estates. The content on our LinkedIn page is provided for informational purposes only and is not meant to provide any specific financial, investment or other advice, and should not be relied upon that regard. Nothing on the Page constitutes an offer to sell or solicitation or offer to buy securities or other financial instruments. Shepherd Wealth and Retirement, LLC will not be responsible or liable for LinkedIn, Inc., the LinkedIn website of content of the Page (including any links on the Page) in any way, including being liable for any losses, or direct or indirect damages arising from any errors or omissions in any such content, links or any action or decision made by you or anyone else in reliance on any such content, the LinkedIn website or your use of the Page. Links on our page do not constitute an endorsement of the site being linked to or its content, we do not control, and are not responsible for, any website linked from or to the page, the content of those websites, and the privacy practices of those websites, the third parties named on such websites, or their products and services.

Shepherd Wealth & Retirement revenue & valuation

Annual revenue	$10,000,000
Revenue per employee	$2,500,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$32,000,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Director

Funding Data

Shepherd Wealth & Retirement has never raised funding before.

Shepherd Wealth & Retirement Tech Stack

Discover the technologies and tools that power Shepherd Wealth & Retirement's digital infrastructure, from frameworks to analytics platforms.

Lodash

JavaScript libraries

Sentry

Issue trackers

Sirvoy

Appointment scheduling

GoDaddy

Hosting

Wix

Blogs

HTTP/3

Miscellaneous

HSTS

Security

Open Graph

Miscellaneous

Calendly

Appointment scheduling

React

JavaScript frameworks

Google Cloud

IaaS

Google Cloud CDN

CDN

Frequently asked questions

Shepherd Wealth & Retirement is located in Tucson, Arizona, US.

You can reach Shepherd Wealth & Retirement at +15203259097.

Shepherd Wealth & Retirement was founded in 1986, making it 40 years old. The company has established itself as a significant player in its industry over this time.

Shepherd Wealth & Retirement has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Shepherd Wealth & Retirement

Sherry Miller

Director of Operations

4.8

40,000 users