WEALTHSHIELD PARTNERS, LLC

CARY, North Carolina·4 registered advisors·CRD# 169584

SEC# 801-789375919-948-4453

01

Firm Overview

AUM

$918M

Regulatory assets under management

Employees

22

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at WEALTHSHIELD PARTNERS, LLC

4 registered advisors

Caroline Mcalister Leggett

CARY, North Carolina

James Blake Tharin

ROCKY MOUNT, North Carolina

Robert Alexander Leggett

CARY, North Carolina

Victoria Handley Araj

CARY, North Carolina

05

Office Locations

CARY, North Carolina

ROCKY MOUNT, North Carolina

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Data sourced from SEC Form ADV filings. WEALTHSHIELD PARTNERS, LLC (CRD# 169584) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.