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WEALTHSHIELD PARTNERS, LLC
CRD 169584File 801-78937
APPROVED
Retail clients
Custody
Filing as of Mar 20, 2026
Feed vintage Sep 1, 2026
Regulatory AUM
$1.27B
Above cohort median (national)
Discretionary AUM
$1.22B
Non-discretionary $48.2M
Clients
1,187
3,783 accounts
Employees
23
Top 25% of cohort in NC
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Dec 17, 2013
- Principal office
- 2500 REGENCY PARKWAY, CARY, NC, 27518
- Phone
- 919-948-4453
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.27B
- Discretionary AUM
- $1.22B
- Non-discretionary AUM
- $48.2M
- Discretionary accounts
- 3,762
- Non-discretionary accounts
- 21
- Total accounts
- 3,783
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 30 | $33.9M |
| High net worth individuals | 287 | $928.4M |
| State or municipal government entities | Fewer than 5 | $2.6M |
| Individuals (other than high net worth individuals) | 869 | $300.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,140 | 1,187 | increased by47 |
| Apr 1, 2026 | AUM | $1,080,417,121 | $1,265,665,461 | increased by$185,248,340 |
| Apr 1, 2026 | Accounts | 3,596 | 3,783 | increased by187 |
| Feb 1, 2026 | Employees | 24 | 23 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 25 | 24 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,320 | 1,140 | decreased by180 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $913,541,231 | $1,080,417,121 | increased by$166,875,890 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,330 | 3,596 | increased by2,266 |
| Apr 1, 2022 | Employees | 9 | 25 | increased by16 |
| Apr 1, 2022 | Custody | Yes | No | |
| Apr 1, 2022 | Clients | 1,556 | 1,320 | decreased by236 |
| Apr 1, 2022 | AUM | $925,775,355 | $913,541,231 | decreased by$12,234,124 |
| Apr 1, 2022 | Accounts | 1,556 | 1,330 | decreased by226 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEALTHSHIELD PARTNERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTHSHIELD PARTNERS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.