WEALTHSHIELD PARTNERS, LLC
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
FINTRXOverview
Wealthshield Partners, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2013. The firm manages portfolios and provides financial planning for individual and family clients as well as for small businesses and institutional clients. Core advisory services listed include financial planning, portfolio management for individuals/small businesses and for businesses or institutions, and pension consulting. Compensation is a mix of percentage-of-AUM, hourly, and fixed fees. Wealthshield maintains industry relationships with broker-dealers, other investment advisers, accounting professionals, and insurance companies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds54%
- Exchange Traded Equities23%
- US Government Bonds13%
- Cash & Cash Equivalents7%
- State & Local Bonds2%
Owners & executives
2 of 2Robert Leggett
Chief Executive OfficerCRD 3192764
Victoria Araj
Chief Operating Officer, Financial PlannerCRD 7716256
Contacts
3 of 13SCOTT LORD
Investment Adviser RepresentativeCRD 2514101
STUART GAY
Investment Advisor RepresentativeCRD 5782347
KENNETH BOLLINGER
Investment Adviser RepresentativeCRD 2461770
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 560Active vs passive
$697M in ETFs
84%
$583M
10%
$114M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $35.2M | 53,959 | 5.06% |
Location
CARY, NC
WAKE
Location
CARY, NC
Headquartered in CARY, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- WAKE
- Address
- 2500 Regency Pkwy
- Time zone
- ET (UTC-5)
- Office locations
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