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Shield Wealth Advisors, LLC.

● SEC registered since 2020CRD 309538SEC# 801-119094Williamsville, NY
Export (members)
Reg. AUM
$60.7M
Employees
3
Accounts
268
Location
Williamsville, NY

Shield Wealth Advisors, LLC. assets under management

Shield Wealth Advisors, LLC. operates as an SEC-registered investment adviser based in Williamsville, NY. The firm has been registered since 2020. It reports $60.7 million in regulatory assets under management and employs 3 people.
www.shield457.comView on SEC.gov ↗

Shield Wealth Advisors, LLC. owners & executives

2 reported
NameTitleOwnershipSince
Dawn M Robinson ControlChief Compliance OfficerUnder 5%2020
John William Haberstro ControlPresidentOver 75%2020

Frequently asked questions

How much does Shield Wealth Advisors, LLC. manage?

Shield Wealth Advisors, LLC. reports $60.7 million in regulatory assets under management on its Form ADV.

How many employees does Shield Wealth Advisors, LLC. have?

Shield Wealth Advisors, LLC. reports 3 employees.

Where is Shield Wealth Advisors, LLC. located?

Shield Wealth Advisors, LLC. is based in Williamsville, NY and has been SEC-registered since 2020.

Does Shield Wealth Advisors, LLC. disclose fund performance?

Shield Wealth Advisors, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2809 Wehrle Drive, Suite 9, Williamsville, NY 14221
Phone833-457-1040
Office hours9:00 To 5:00
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$60.7M
Non-discretionary$0
Total (RAUM)$60.7M