|
⚲
|
| Shield Wealth Advisors LLC
✚
| |
|---|---|
| CRD # | 309538 |
| SEC # | 801-119094 |
| CIK # | |
| AUM | $50.9 MM (2024-02-02) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 833-457-1040 |
| Address | 2809 Wehrle Drive Williamsville, NY 14221 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 96 | 33.0 |
| (b) Individuals (high net worth individuals) | 13 | 17.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 268 | 50.9 |
| By Discretionary | ||
| Discretionary | 268 | 50.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 268 | 50.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 50.9 | |
| Total | 268 | 50.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sage Tree Wealth Inc
✚
|
NY | 0.1 |
|
Mitchell Vaught & Taylor Inc
✚
|
IL | 0.1 |
|
Buffalo First Wealth Management LLC
✚
|
NY | 0.1 |
|
Rock Creek Wealth Planners and Advisors LLC
✚
|
MD | 0.1 |
|
G&G Planning Concepts Inc
✚
|
NY | 0.1 |
|
Comprehensive Capital Management Inc
✚
|
NJ | 0.0 |
|
Breidenbach Capital Consulting LLC
✚
|
IN | 0.0 |
|
Lumiere Financial Group LLC
✚
|
NY | 0.0 |
|
Cambridge Advisors LLC
✚
|
NY | 0.0 |
|
ICW Holdings LLC
✚
|
NY | 0.0 |