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| Wealthshield Partners LLC
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| |
|---|---|
| CRD # | 169584 |
| SEC # | 801-78937 |
| CIK # | 0001729303 |
| AUM | $917.9 MM (2024-03-20) |
| Employees | 22 (64% Investors, 5% Brokers) |
| Phone | 919-948-4453 |
| Address | 2500 Regency Parkway Cary, NC 27518 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 12.4 | |
| MSFT | 1,918,222.4 | 10.6 | |
| NVDA | 399,550.0 | 9.3 | |
| AMZN | 1,092,997.8 | 8.2 | |
| GOOGL | 1,475,138.5 | 7.3 | |
| JPM | 340,169.2 | 6.1 | |
| HD | 277,648.0 | 5.1 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 873 | 275.4 |
| (b) Individuals (high net worth individuals) | 189 | 609.6 |
| (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 | 1 | 0.9 |
| (i) State or municipal government entities | 1 | 2.4 |
| (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 | 24 | 29.5 |
| (n) Other | 0 | 0.0 |
| Total | 3,214 | 917.9 |
| By Discretionary | ||
| Discretionary | 3,210 | 916.7 |
| Non-Discretionary | 4 | 1.2 |
| Total | 3,214 | 917.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 917.7 | |
| Total | 3,214 | 917.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001729303] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Wealthshield Partners LLC
✚
|
NC | 0.9 |
|
Wealthshield LLC
✚
|
NC | 0.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hamilton Point Investment Advisors LLC
✚
|
NC | 0.9 |
|
FORM Wealth Advisors LLC
✚
|
WI | 0.9 |
|
Allied Investment Advisors LLC
✚
|
MT | 0.9 |
|
IMA Advisory Services Inc
✚
|
KS | 0.9 |
|
Woodard & Co Asset Management Group Inc
✚
|
NC | 0.9 |
|
Hengehold Capital Management LLC
✚
|
OH | 0.9 |
|
Lucid Advisors Inc
✚
|
WA | 0.9 |
|
Consolidated Portfolio Review Corp
✚
|
NY | 0.9 |
|
Fuse Partners LLC
✚
|
TX | 0.9 |
|
Strategic Wealth Investment Group LLC
✚
|
KY | 0.9 |