PPrivate Fund Data Log in Join · $37/mo

Caroline McAlister Leggett

PartnerWealthshield Partners, LLCCRD 7352874

About Caroline McAlister Leggett

Caroline McAlister Leggett is listed as Partner at Wealthshield Partners, LLC in Cary, NC. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Wealthshield Partners, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Caroline McAlister Leggett work?

Caroline McAlister Leggett is listed as Partner at Wealthshield Partners, LLC on SEC Form ADV.

How much of Wealthshield Partners, LLC does Caroline McAlister Leggett own?

Form ADV reports a beneficial ownership band of Under 5%.

Wealthshield Partners, LLC

TitlePartner
OwnershipUnder 5%
Control personYes
Since2023