WEALTHSHIELD LLC
CRD #288875 SEC #801-110853 CARY, NC 919-948-4453
SEC Registered
Total AUM
--
Discretionary
--
Employees
3
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2020 | $560.4M | $560.4M | $0 | 8 | 10 |
| Jun 2020 | $560.4M | $560.4M | $0 | 8 | 10 |
| Mar 2020 | $560.4M | $560.4M | $0 | 8 | 10 |
| Oct 2019 | $446.5M | $446.5M | $0 | 6 | 5 |
| May 2019 | $446.5M | $446.5M | $0 | 6 | 5 |
| Mar 2019 | $446.5M | $446.5M | $0 | 6 | 5 |
| Mar 2018 | $127.7M | $0 | $127.7M | 5 | 0 |
| Sep 2017 | $0 | $0 | $0 | 2 | 0 |
| Sep 2017 | $0 | $0 | $0 | 2 | 0 |
| Jun 2017 | $0 | $0 | $0 | 2 | 0 |
DateJun 2020
Total AUM$560.4M
Discretionary$560.4M
Non-Disc.$0
Employees8
Clients10
DateJun 2020
Total AUM$560.4M
Discretionary$560.4M
Non-Disc.$0
Employees8
Clients10
DateMar 2020
Total AUM$560.4M
Discretionary$560.4M
Non-Disc.$0
Employees8
Clients10
DateOct 2019
Total AUM$446.5M
Discretionary$446.5M
Non-Disc.$0
Employees6
Clients5
DateMay 2019
Total AUM$446.5M
Discretionary$446.5M
Non-Disc.$0
Employees6
Clients5
DateMar 2019
Total AUM$446.5M
Discretionary$446.5M
Non-Disc.$0
Employees6
Clients5
DateMar 2018
Total AUM$127.7M
Discretionary$0
Non-Disc.$127.7M
Employees5
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateSep 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0