WEALTHSHIELD PARTNERS, LLC

CRD 169584File 801-78937

APPROVED

Retail clients

Custody

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.27B

Above cohort median (national)

Discretionary AUM

$1.22B

Non-discretionary $48.2M

Clients

1,187

3,783 accounts

Employees

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
Website: https://www.linkedin.com/company/harborview-advisors/

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.