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Wealthshield Partners, LLC

● SEC registered since 2013CRD 169584SEC# 801-78937Cary, NC
Export (members)
Reg. AUM
$1.08B
Employees
24
Accounts
3,596
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 $1.1 billion in regulatory assets under management and employs 24 people.
www.madisonoakswp.comView on SEC.gov ↗

Wealthshield Partners, LLC owners & executives

3 reported
NameTitleOwnershipSince
Caroline McAlister Leggett ControlPartnerUnder 5%2023
Robert Alexander Leggett ControlChief Compliance OfficerOver 75%2013
Victoria Handley Araj ControlChief Operating OfficerUnder 5%2023

Frequently asked questions

How much does Wealthshield Partners, LLC manage?

Wealthshield Partners, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.

How many employees does Wealthshield Partners, LLC have?

Wealthshield Partners, LLC reports 24 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

Address2500 Regency Parkway, Cary, NC 27518
Phone919-948-4453
Fax919-869-1834
Office hours8:00a.m. - 4:00p.m.
SEC regionAtlanta Regional Office (ARO)
CIK1729303
Discloses disciplinary historyNo

Assets under management

Discretionary$1.08B
Non-discretionary$1.6M
Total (RAUM)$1.08B