Wealthshield Partners, LLC
● SEC registered since 2013CRD 169584SEC# 801-78937Cary, NC
Reg. AUM
$1.27B
Employees
23
Accounts
3,783
Location
Cary, NC
Wealthshield Partners, LLC assets under management
Wealthshield Partners, LLC is an SEC-registered investment adviser based in Cary, NC. The firm has been registered since 2013. It reports $1.3 billion in regulatory assets under management and employs 23 people.
Wealthshield Partners, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caroline McAlister Leggett Control | Partner | Under 5% | 2023 |
| Robert Alexander Leggett Control | Chief Compliance Officer | Over 75% | 2013 |
| Victoria Handley Araj Control | Chief Operating Officer | Under 5% | 2023 |
Frequently asked questions
How much does Wealthshield Partners, LLC manage?
Wealthshield Partners, LLC reports $1.3 billion in regulatory assets under management on its Form ADV.
How many employees does Wealthshield Partners, LLC have?
Wealthshield Partners, LLC reports 23 employees.
Where is Wealthshield Partners, LLC located?
Wealthshield Partners, LLC is based in Cary, NC and has been SEC-registered since 2013.
Does Wealthshield Partners, LLC disclose fund performance?
Wealthshield Partners, 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 |
| Phone | 919-948-4453 |
| Fax | 919-869-1834 |
| Office hours | 8:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| CIK | 1729303 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.27B▲ 38%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 29%
Larger than 71% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$1.27Bregulatory AUM
Discretionary $1.22BNon-discretionary $48.2M