Wealthshield Partners, LLC
Cary, NC·SEC-registered · CRD #169584
Wealthshield Partners, LLC is an SEC-registered investment advisory firm in Cary, NC managing $1.3B across 3.8k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.3B
Client accounts
3.8k
Advisory staff
13
Fee model
Fee-based
How Wealthshield Partners, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Wealthshield Partners, LLC
How much does Wealthshield Partners, LLC manage?
Per its most recent SEC Form ADV filing (03/20/2026), Wealthshield Partners, LLC reports $1.3B in regulatory assets under management across roughly 3.8k client accounts.
How does Wealthshield Partners, LLC charge?
Wealthshield Partners, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wealthshield Partners, LLC a fiduciary?
Yes. Wealthshield Partners, LLC is registered with the U.S. Securities and Exchange Commission (CRD #169584), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wealthshield Partners, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wealthshield Partners, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Wealthshield Partners, LLC's public SEC Form ADV filing (CRD #169584, filed 03/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wealthshield Partners, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wealthshield Partners, LLC? Claim this profile.