| 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 |
Wealthshield LLC reports 3 employees.
Wealthshield LLC is based in Cary, NC.
Wealthshield LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2500 Regency Parkway, Cary, NC 27518 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| Discloses disciplinary history | No |