1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SHIELD WEALTH ADVISORS

Map pinWILLIAMSVILLE, NY
Phone833-457-1040
NotebookSEC #801-119094
Total AUM
$68.4M
Employees
3
Clients
109

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2809 WEHRLE DRIVE
SUITE 9
WILLIAMSVILLE
NY 14221
United States
Operating Hours
9:00 TO 5:00
Monday - Friday
Phone
833-457-1040

ReceiptFinancials

Total AUM
$68.4M
Accounts
307
Discretionary
$68.4M
Accounts
307
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
86
AUM
$34.7M
HNW Individual Clients
23
AUM
$33.7M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNYTX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account