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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Shield Wealth Advisors LLC
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|---|---|
| CRD # | 309538 |
| SEC # | 801-119094 |
| CIK # | |
| AUM | $60.7 M (2025-02-12) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 833-457-1040 |
| Address | 2809 Wehrle Drive Williamsville, NY 14221 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 35.3 |
| (b) Individuals (high net worth individuals) | 17 | 25.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 268 | 60.7 |
| By Discretionary | ||
| Discretionary | 268 | 60.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 268 | 60.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 60.7 | |
| Total | 268 | 60.7 |
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|---|---|---|
|
Comprehensive Capital Management Inc
✚
|
NJ | 0.1 |
|
Stirlingshire RIA LLC
✚
|
NY | 0.1 |
|
ANEW Advisors LLC
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WI | 0.1 |
|
Canterbury Investment Management LLC
✚
|
IN | 0.1 |
|
ATCAP Partners LLC
✚
|
MD | 0.1 |
|
Guidance Point Retirement Services LLC
✚
|
ME | 0.1 |
|
Lumiere Financial Group LLC
✚
|
NY | 0.1 |
|
Amberlake Partners Sam
✚
|
0.1 | |
|
Advisor Financial Services Inc
✚
|
NY | 0.1 |
|
Forever Financial Advisors LLC
✚
|
0.1 |