Investment adviser · CRD 288875
WEALTHSHIELD LLC
Investment adviser filing (IA)
CARY, NC, United States · Form ADV filed Mar 31, 2025
- Employees
- 3 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Other investment advisers | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 1964499 · Mar 31, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2025. View historical filings
Reported services
Business portfolio management · Market timing
Compensation
Percentage of assets · Fixed
Principal office
2500 REGENCY PARKWAYCARY, NC, 27518, United States
CRD 288875
Filing source
Form ADV 1964499 · Mar 31, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.