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Building 2WEALTHSHIELD PARTNERS, LLC

Map pinCARY, NC
Phone919-948-4453
NotebookSEC #801-78937
Total AUM
$1.3B
Employees
23
Clients
1,187

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2500 REGENCY PARKWAY
CARY
NC 27518
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
919-948-4453
Other Offices
9

ReceiptFinancials

Total AUM
$1.3B
Accounts
3,783
Discretionary
$1.2B
Accounts
3,762
Non-Discretionary
$48.2M
Accounts
21

ContactClients

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Individual Clients
869
AUM
$300.7M
HNW Individual Clients
287
AUM
$928.4M
Government Entity Clients
1
AUM
$2.6M
Corporation or Business Clients
30
AUM
$33.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLGAILKSLAMAMENCNHNJNYOHPASCTNTXVAWA

HandshakeAffiliates

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

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