|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wealthshield Partners LLC
✚
|
|
|---|---|
| CRD # | 169584 |
| SEC # | 801-78937 |
| CIK # | 0001729303 |
| AUM | $1.1 B (2025-03-26) |
| Employees | 24 (54% Investors, 4% Brokers) |
| Phone | 919-948-4453 |
| Address | 2500 Regency Parkway Cary, NC 27518 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001729303 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 15.5 | ||
| Apple Inc | 15.2 | ||
| Nvidia Corp | 14.4 | ||
| Amazon Com Inc | 10.2 | ||
| J P Morgan Chase & Co | 9.1 | ||
| Facebook Inc | 7.9 | ||
| CrowdStrike Holdings Inc | 7.7 | ||
| Netflix Inc | 7.1 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 881 | 296.4 |
| (b) Individuals (high net worth individuals) | 232 | 753.7 |
| (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 | 2.5 |
| (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 | 26 | 27.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,596 | 1,080.4 |
| By Discretionary | ||
| Discretionary | 3,592 | 1,078.9 |
| Non-Discretionary | 4 | 1.6 |
| Total | 3,596 | 1,080.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 1,080.1 | |
| Total | 3,596 | 1,080.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001729303] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Wealthshield Partners LLC
✚
|
NC | 1.1 |
|
Wealthshield LLC
✚
|
NC | 0.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
United Advisor Group LLC
✚
|
1.1 | |
|
One Day in July LLC
✚
|
VT | 1.1 |
|
Arbor Investment Advisors LLC
✚
|
NC | 1.1 |
|
Hengehold Capital Management LLC
✚
|
OH | 1.1 |
|
Graves Light Lenhart Wealth Inc
✚
|
VA | 1.1 |
|
Association Financial Services Inc
✚
|
UT | 1.1 |
|
Ullmann Wealth Partners Group LLC
✚
|
FL | 1.1 |
|
Vision Capital Management Inc
✚
|
OR | 1.1 |
|
Live Oak Private Wealth LLC
✚
|
NC | 1.1 |
|
Hamilton Point Investment Advisors LLC
✚
|
NC | 1.1 |