WILLIAMSVILLE, NYCRD 309538Latest ADV January 30, 2026
Shield Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Williamsville, NY. Its latest Form ADV filing, dated January 30, 2026, reports $68M in regulatory assets under management, 3 employees, and 307 accounts.
Assets Under Management
$68M
Employees
3
Offices
--
Total Clients
109
Primary office
WILLIAMSVILLE, NY
2809 WEHRLE DRIVE, SUITE 9, WILLIAMSVILLE, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.9% of total clients.
Top client categories% of clientsClients
1
Individuals
78.9%
86
2
HNWI
21.1%
23
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$68Mas of January 30, 2026
Discretionary100.0%
$68M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$68M
Total Accounts307
10Y AUM Change+$68M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee36:1
10Y Employee Change0 (0.0%)
* 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.