Wealthshield Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cary, NC. Its latest Form ADV filing, dated March 20, 2026, reports $1.3B in regulatory assets under management, 23 employees, 9 offices, and 3,783 accounts.
Top client segmentIndividuals represent 73.2% of total clients.
Top client categories% of clientsClients
1
Individuals
73.2%
869
2
HNWI
24.2%
287
3
Corporations
2.5%
30
4
Government
0.1%
1
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.3Bas of March 20, 2026
Discretionary96.2%
$1.2B
96% of total RAUM96.2%
Non-discretionary3.8%
$48M
4% of total RAUM3.8%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.3B
Total Accounts3,783
10Y AUM Change+$1.1B (+845.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee52:1
10Y Employee Change+18 (+360.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.