WEALTHSHIELD PARTNERS, LLC
CRD #169584 SEC #801-78937 CARY, NC 919-948-4453
SEC Registered
Total AUM
$1.1B
Discretionary
$1.1B
Employees
24
Clients
11
Accounts
3,596
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.1B | $1.1B | $1.6M | 24 | 0 |
| Mar 2025 | $1.1B | $1.1B | $1.6M | 24 | 0 |
| Jan 2025 | $917.9M | $916.7M | $1.2M | 22 | 0 |
| Mar 2024 | $917.9M | $916.7M | $1.2M | 22 | 0 |
| Nov 2023 | $901.7M | $901.7M | $0 | 29 | 0 |
| Mar 2023 | $901.7M | $901.7M | $0 | 29 | 0 |
| May 2022 | $913.5M | $910.9M | $2.6M | 25 | 0 |
| Mar 2022 | $913.5M | $910.9M | $2.6M | 25 | 0 |
| Mar 2022 | $913.5M | $910.9M | $2.6M | 25 | 0 |
| Mar 2022 | $913.5M | $910.9M | $2.6M | 25 | 0 |
| Dec 2021 | $925.8M | $925.8M | $0 | 9 | 13 |
| Nov 2021 | $925.8M | $925.8M | $0 | 9 | 13 |
| Oct 2021 | $925.8M | $925.8M | $0 | 9 | 13 |
| Aug 2021 | $925.8M | $925.8M | $0 | 9 | 13 |
| Jul 2021 | $925.8M | $925.8M | $0 | 9 | 13 |
| Apr 2021 | $925.8M | $925.8M | $0 | 9 | 13 |
| Mar 2021 | $925.8M | $925.8M | $0 | 9 | 13 |
| Feb 2021 | $373.1M | $373.1M | $0 | 9 | 13 |
| Feb 2021 | $373.1M | $373.1M | $0 | 9 | 13 |
| Jan 2021 | $373.1M | $373.1M | $0 | 9 | 13 |
| Nov 2020 | $373.1M | $373.1M | $0 | 9 | 13 |
| Nov 2020 | $373.1M | $373.1M | $0 | 9 | 13 |
| Oct 2020 | $373.1M | $373.1M | $0 | 9 | 13 |
| Oct 2020 | $373.1M | $373.1M | $0 | 9 | 13 |
| Oct 2020 | $373.1M | $373.1M | $0 | 9 | 13 |
| Sep 2020 | $373.1M | $373.1M | $0 | 9 | 13 |
| Sep 2020 | $373.1M | $373.1M | $0 | 9 | 13 |
| Jul 2020 | $373.1M | $373.1M | $0 | 9 | 13 |
| Jul 2020 | $373.1M | $373.1M | $0 | 9 | 13 |
| Jul 2020 | $373.1M | $373.1M | $0 | 9 | 13 |
| Jun 2020 | $373.1M | $373.1M | $0 | 9 | 13 |
| Jun 2020 | $373.1M | $373.1M | $0 | 9 | 13 |
| Jun 2020 | $373.1M | $373.1M | $0 | 9 | 13 |
| Jun 2020 | $373.1M | $373.1M | $0 | 9 | 13 |
| Mar 2020 | $373.1M | $373.1M | $0 | 9 | 13 |
| Oct 2019 | $361.7M | $361.7M | $0 | 9 | 1 |
| Sep 2019 | $361.7M | $361.7M | $0 | 9 | 1 |
| Jul 2019 | $361.7M | $361.7M | $0 | 9 | 1 |
| May 2019 | $361.7M | $361.7M | $0 | 9 | 1 |
| Mar 2019 | $361.7M | $361.7M | $0 | 9 | 1 |
| Jul 2018 | $330.7M | $330.7M | $0 | 14 | 0 |
| Mar 2018 | $330.7M | $330.7M | $0 | 14 | 0 |
| Dec 2017 | $322.8M | $322.8M | $0 | 6 | 0 |
| Sep 2017 | $133.9M | $132.2M | $1.6M | 6 | 154 |
| Sep 2017 | $133.9M | $132.2M | $1.6M | 6 | 154 |
| Jul 2017 | $133.9M | $132.2M | $1.6M | 6 | 154 |
| May 2017 | $133.9M | $132.2M | $1.6M | 6 | 154 |
| Apr 2017 | $133.9M | $132.2M | $1.6M | 5 | 154 |
| Mar 2017 | $133.9M | $132.2M | $1.6M | 5 | 154 |
| Jun 2016 | $102.6M | $101.4M | $1.3M | 5 | 26 |
| May 2016 | $102.6M | $101.4M | $1.3M | 5 | 26 |
| Apr 2016 | $102.6M | $101.4M | $1.3M | 5 | 26 |
| Feb 2016 | $102.6M | $101.4M | $1.3M | 4 | 26 |
| Jul 2015 | $99.7M | $94.9M | $4.8M | 3 | 200 |
| Jan 2015 | $99.7M | $94.9M | $4.8M | 3 | 200 |
| Jan 2015 | $150.5M | $143.1M | $7.4M | 5 | 200 |
| Jan 2015 | $150.5M | $143.1M | $7.4M | 5 | 200 |
| Oct 2014 | $128.3M | $102.3M | $26.1M | 5 | 1 |
| Mar 2014 | $128.3M | $102.3M | $26.1M | 5 | 1 |
| Mar 2014 | $92M | $91.5M | $541.1K | 5 | 1 |
| Jan 2014 | $0 | $0 | $0 | 3 | 0 |
| Dec 2013 | $0 | $0 | $0 | 3 | 0 |
| Dec 2013 | $0 | $0 | $0 | 3 | 0 |
| Dec 2013 | $0 | $0 | $0 | 3 | 0 |
DateOct 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.6M
Employees24
Clients0
DateMar 2025
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$1.6M
Employees24
Clients0
DateJan 2025
Total AUM$917.9M
Discretionary$916.7M
Non-Disc.$1.2M
Employees22
Clients0
DateMar 2024
Total AUM$917.9M
Discretionary$916.7M
Non-Disc.$1.2M
Employees22
Clients0
DateNov 2023
Total AUM$901.7M
Discretionary$901.7M
Non-Disc.$0
Employees29
Clients0
DateMar 2023
Total AUM$901.7M
Discretionary$901.7M
Non-Disc.$0
Employees29
Clients0
DateMay 2022
Total AUM$913.5M
Discretionary$910.9M
Non-Disc.$2.6M
Employees25
Clients0
DateMar 2022
Total AUM$913.5M
Discretionary$910.9M
Non-Disc.$2.6M
Employees25
Clients0
DateMar 2022
Total AUM$913.5M
Discretionary$910.9M
Non-Disc.$2.6M
Employees25
Clients0
DateMar 2022
Total AUM$913.5M
Discretionary$910.9M
Non-Disc.$2.6M
Employees25
Clients0
DateDec 2021
Total AUM$925.8M
Discretionary$925.8M
Non-Disc.$0
Employees9
Clients13
DateNov 2021
Total AUM$925.8M
Discretionary$925.8M
Non-Disc.$0
Employees9
Clients13
DateOct 2021
Total AUM$925.8M
Discretionary$925.8M
Non-Disc.$0
Employees9
Clients13
DateAug 2021
Total AUM$925.8M
Discretionary$925.8M
Non-Disc.$0
Employees9
Clients13
DateJul 2021
Total AUM$925.8M
Discretionary$925.8M
Non-Disc.$0
Employees9
Clients13
DateApr 2021
Total AUM$925.8M
Discretionary$925.8M
Non-Disc.$0
Employees9
Clients13
DateMar 2021
Total AUM$925.8M
Discretionary$925.8M
Non-Disc.$0
Employees9
Clients13
DateFeb 2021
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateFeb 2021
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateJan 2021
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateNov 2020
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateNov 2020
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateOct 2020
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateOct 2020
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateOct 2020
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateSep 2020
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateSep 2020
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateJul 2020
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateJul 2020
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateJul 2020
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateJun 2020
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateJun 2020
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateJun 2020
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateJun 2020
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateMar 2020
Total AUM$373.1M
Discretionary$373.1M
Non-Disc.$0
Employees9
Clients13
DateOct 2019
Total AUM$361.7M
Discretionary$361.7M
Non-Disc.$0
Employees9
Clients1
DateSep 2019
Total AUM$361.7M
Discretionary$361.7M
Non-Disc.$0
Employees9
Clients1
DateJul 2019
Total AUM$361.7M
Discretionary$361.7M
Non-Disc.$0
Employees9
Clients1
DateMay 2019
Total AUM$361.7M
Discretionary$361.7M
Non-Disc.$0
Employees9
Clients1
DateMar 2019
Total AUM$361.7M
Discretionary$361.7M
Non-Disc.$0
Employees9
Clients1
DateJul 2018
Total AUM$330.7M
Discretionary$330.7M
Non-Disc.$0
Employees14
Clients0
DateMar 2018
Total AUM$330.7M
Discretionary$330.7M
Non-Disc.$0
Employees14
Clients0
DateDec 2017
Total AUM$322.8M
Discretionary$322.8M
Non-Disc.$0
Employees6
Clients0
DateSep 2017
Total AUM$133.9M
Discretionary$132.2M
Non-Disc.$1.6M
Employees6
Clients154
DateSep 2017
Total AUM$133.9M
Discretionary$132.2M
Non-Disc.$1.6M
Employees6
Clients154
DateJul 2017
Total AUM$133.9M
Discretionary$132.2M
Non-Disc.$1.6M
Employees6
Clients154
DateMay 2017
Total AUM$133.9M
Discretionary$132.2M
Non-Disc.$1.6M
Employees6
Clients154
DateApr 2017
Total AUM$133.9M
Discretionary$132.2M
Non-Disc.$1.6M
Employees5
Clients154
DateMar 2017
Total AUM$133.9M
Discretionary$132.2M
Non-Disc.$1.6M
Employees5
Clients154
DateJun 2016
Total AUM$102.6M
Discretionary$101.4M
Non-Disc.$1.3M
Employees5
Clients26
DateMay 2016
Total AUM$102.6M
Discretionary$101.4M
Non-Disc.$1.3M
Employees5
Clients26
DateApr 2016
Total AUM$102.6M
Discretionary$101.4M
Non-Disc.$1.3M
Employees5
Clients26
DateFeb 2016
Total AUM$102.6M
Discretionary$101.4M
Non-Disc.$1.3M
Employees4
Clients26
DateJul 2015
Total AUM$99.7M
Discretionary$94.9M
Non-Disc.$4.8M
Employees3
Clients200
DateJan 2015
Total AUM$99.7M
Discretionary$94.9M
Non-Disc.$4.8M
Employees3
Clients200
DateJan 2015
Total AUM$150.5M
Discretionary$143.1M
Non-Disc.$7.4M
Employees5
Clients200
DateJan 2015
Total AUM$150.5M
Discretionary$143.1M
Non-Disc.$7.4M
Employees5
Clients200
DateOct 2014
Total AUM$128.3M
Discretionary$102.3M
Non-Disc.$26.1M
Employees5
Clients1
DateMar 2014
Total AUM$128.3M
Discretionary$102.3M
Non-Disc.$26.1M
Employees5
Clients1
DateMar 2014
Total AUM$92M
Discretionary$91.5M
Non-Disc.$541.1K
Employees5
Clients1
DateJan 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0