Wealthshield Partners, LLC

RIASEC RegisteredEst. 2013

Total AUM

$1.3B

Discretionary

$1.2B

96% of AUM

Avg account

$335K

Accounts

3,783

Employees

Advisory reps

Firm details

Headquarters: Cary, North Carolina
CRD number: 169584
Registered since: December 17, 2013
Website: www.wealthshieldpartners.com
Custodians: RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.35%
Individuals23.76%
Corporations / Businesses2.68%
State / Municipal Government0.21%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Wealthshield Partners, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC since 2013. The firm is owned by an individual and serves both individual/family and institutional clients. Its advisory scope includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. The firm bills clients using a mix of percentage-of-AUM fees as well as hourly and fixed-fee arrangements. Wealthshield is not highlighted as an ESG-focused manager and is not described as a multistate adviser. Wealthshield maintains industry relationships beyond advisory work — the firm is affiliated with broker-dealers, other investment advisers, accounting professionals, and insurance companies — which suggests it coordinates a range of third-party services when building client solutions.