WEALTHSHIELD LLC

CRD #288875 SEC #801-110853 CARY, NC 919-948-4453

SEC Registered

Total AUM

Discretionary

Employees

Clients

Accounts

Firm Details

Organization Type: Limited Liability Company
State of Formation: North Carolina
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 31, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
KIDWELL, JUSTINE, MARIE	I	CHIEF COMPLIANCE OFFICER	NA
KIDWELL, JUSTINE, MARIE	I	CHIEF COMPLIANCE OFFICER	NA
KIDWELL, JUSTINE, MARIE	I	CHIEF COMPLIANCE OFFICER	NA
SORENSON, CLINTON, WAYNE	I	MANAGING MEMBER	NA	Control
CLIENT AND ROBERT HOLDINGS, LLC	DE	OWNER	E	Control
CLIENT AND ROBERT HOLDINGS, LLC	DE	OWNER	E	Control
CLIENT AND ROBERT HOLDINGS, LLC	DE	OWNER	E	Control
CLINT AND ROBERT HOLDINGS, LLC	DE	OWNER	E	Control
CLINT AND ROBERT HOLDINGS, LLC	DE	OWNER	E	Control
CLINT AND ROBERT HOLDINGS, LLC	DE	OWNER	E	Control
ORG PARTNER HOLDINGS , LLC	DE	OWNER	E
SORENSON, CLINTON, WAYNE	I	MANAGING MEMBER	E	Control
SORENSON, CLINTON, WAYNE	I	MANAGING MEMBER	E	Control
LEGGETT, ROBERT, ALEXANDER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEGGETT, ROBERT, ALEXANDER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEGGETT, ROBERT, ALEXANDER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEGGETT, ROBERT, ALEXANDER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEGGETT, ROBERT, ALEXANDER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEGGETT, ROBERT, ALEXANDER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEGGETT, ROBERT, ALEXANDER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEGGETT, ROBERT, ALEXANDER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEGGETT, ROBERT, ALEXANDER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEGGETT, ROBERT, ALEXANDER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEGGETT, ROBERT, ALEXANDER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEGGETT, ROBERT, ALEXANDER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEGGETT, ROBERT, ALEXANDER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
LEGGETT, ROBERT, ALEXANDER	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SORENSON, CLINTON, WAYNE	I	MANAGING MEMBER	D	Control
SORENSON, CLINTON, WAYNE	I	MANAGING MEMBER	D	Control
SORENSON, CLINTON, WAYNE	I	MANAGING MEMBER	D	Control
SORENSON, CLINTON, WAYNE	I	MANAGING MEMBER	D	Control
SORENSON, CLINTON, WAYNE	I	MANAGING MEMBER	D	Control
SORENSON, CLINTON, WAYNE	I	MANAGING MEMBER	D	Control
SORENSON, CLINTON, WAYNE	I	MANAGING MEMBER	D	Control
SORENSON, CLINTON, WAYNE	I	MANAGING MEMBER	D	Control
SORENSON, CLINTON, WAYNE	I	MANAGING MEMBER	D	Control
SORENSON, CLINTON, WAYNE	I	MANAGING MEMBER	D	Control
SORENSON, MERLIN, CLINTON WAYNE	I	MEMBER	D	Control
SORENSON, MERLIN, CLINTON WAYNE	I	MEMBER	D	Control
SORENSON, MERLIN, CLINTON WAYNE	I	MEMBER	D	Control
SORENSON, MERLIN, CLINTON WAYNE	I	MEMBER	D	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
SORENSON, CLINTON, WAYNE	I	CLINT AND ROBERT HOLDINGS, LLC	E	Control
SORENSON, CLINTON, WAYNE	I	CLINT AND ROBERT HOLDINGS, LLC	E	Control
Leggett, Robert, Alexander	I	CLIENT AND ROBERT HOLDINGS, LLC	D	Control
Leggett, Robert, Alexander	I	CLIENT AND ROBERT HOLDINGS, LLC	D	Control
Leggett, Robert, Alexander	I	CLIENT AND ROBERT HOLDINGS, LLC	D	Control
SORENSON, CLINTON, WAYNE	I	CLIENT AND ROBERT HOLDINGS, LLC	D	Control
SORENSON, CLINTON, WAYNE	I	CLIENT AND ROBERT HOLDINGS, LLC	D	Control
SORENSON, CLINTON, WAYNE	I	CLIENT AND ROBERT HOLDINGS, LLC	D	Control

Registrations

Federal

Mar 31, 2025 REGISTERED

Notice Filings (52)

AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV

Address

2500 REGENCY PARKWAY
CARY, NC 27518
United States

Phone: 919-948-4453