Wealthshield LLC
CRD 288875SEC# 801-110853Cary, NC
No longer SEC-registered. Wealthshield LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
3
Accounts
—
Location
Cary, NC
Wealthshield LLC assets under management
Wealthshield LLC is a registered investment adviser overseen by the SEC based in Cary, NC. It employs 3 people.
Wealthshield LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Clint and Robert Holdings, LLC Control | Owner | Over 75% | 2020 |
| Clinton Wayne Sorenson Control | Managing Member | Under 5% | 2017 |
| Justine Marie Kidwell | Chief Compliance Officer | Under 5% | 2023 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How many employees does Wealthshield LLC have?
Wealthshield LLC reports 3 employees.
Where is Wealthshield LLC located?
Wealthshield LLC is based in Cary, NC.
Does Wealthshield LLC disclose fund performance?
Wealthshield LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2500 Regency Parkway, Cary, NC 27518 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 77%
More than 23% of 16,825 advisers