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| Wealthshield Partners LLC
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|---|---|
| CRD # | 169584 |
| SEC # | 801-78937 |
| CIK # | 0001729303 |
| AUM | 1,265.7 M (2026-03-20) |
| Employees | 23 (57% Investors, 4% Brokers) |
| Phone | 919-948-4453 |
| Address | 2500 Regency Parkway Cary, NC 27518 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 19.1 | ||
| Nvidia Corp | 14.3 | ||
| Microsoft Corp | 12.7 | ||
| Amazon Com Inc | 10.5 | ||
| J P Morgan Chase & Co | 9.2 | ||
| Alphabet Inc | 8.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 869 | 300.7 |
| (b) Individuals (high net worth individuals) | 287 | 928.4 |
| (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 | 1 | 2.6 |
| (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 | 30 | 33.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,783 | 1,265.7 |
| By Discretionary | ||
| Discretionary | 3,762 | 1,217.5 |
| Non-Discretionary | 21 | 48.2 |
| Total | 3,783 | 1,265.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.5 | |
| United States Persons | 1,263.2 | |
| Total | 3,783 | 1,265.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001729303] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Related Firms | State | AUM |
|---|---|---|
|
Wealthshield Partners LLC
✚
|
NC | 1,265.7 M |
|
Wealthshield LLC
✚
|
NC |
| Comparable Firms | State | AUM |
|---|---|---|
|
Urban Financial Advisory Corp
✚
|
IL | 1,275.4 M |
|
Promethos Capital LLC
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|
MA | 1,274.6 M |
|
NorthStar Fiduciary Partners LLC
✚
|
1,274.6 M | |
|
KEB Asset Management LLC
✚
|
IL | 1,274.5 M |
|
Financial Council LLC
✚
|
MD | 1,270.7 M |
|
Palisade Asset Management LLC
✚
|
MN | 1,268.9 M |
|
Lexaurum Advisors LLC
✚
|
KS | 1,267.2 M |
|
Managed Asset Portfolios LLC
✚
|
MI | 1,266.4 M |
|
Absher Wealth Management LLC
✚
|
NC | 1,260.9 M |
|
Montis Financial LLC
✚
|
MA | 1,258.9 M |