SHIELD WEALTH ADVISORS, LLC.
Legal name: SHIELD WEALTH ADVISORS
CRD #309538 SEC #801-119094 WILLIAMSVILLE, NY 833-457-1040
SEC Registered
Total AUM
$60.7M
Discretionary
$60.7M
Employees
3
Clients
101
Accounts
268
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $60.7M | $60.7M | $0 | 3 | 5 |
| Jan 2025 | $60.7M | $60.7M | $0 | 3 | 5 |
| Jan 2025 | $60.7M | $60.7M | $0 | 3 | 5 |
| Feb 2024 | $50.9M | $50.9M | $0 | 3 | 7 |
| Feb 2024 | $50.9M | $50.9M | $0 | 3 | 7 |
| May 2023 | $45.7M | $45.7M | $0 | 3 | 2 |
| May 2023 | $45.7M | $45.7M | $0 | 3 | 2 |
| Jan 2023 | $45.7M | $45.7M | $0 | 3 | 2 |
| Jan 2023 | $45.7M | $45.7M | $0 | 3 | 2 |
| Jan 2023 | $45.7M | $45.7M | $0 | 3 | 2 |
| Jan 2022 | $40M | $40M | $0 | 4 | 10 |
| Jan 2022 | $40M | $40M | $0 | 4 | 10 |
| Oct 2021 | $31.7M | $31.7M | $0 | 3 | 16 |
| Jul 2021 | $31.7M | $31.7M | $0 | 3 | 16 |
| Jun 2021 | $31.7M | $31.7M | $0 | 3 | 16 |
| Feb 2021 | $31.7M | $31.7M | $0 | 3 | 16 |
| Nov 2020 | $28.1M | $28.1M | $0 | 3 | 5 |
| Jul 2020 | $0 | $0 | $0 | 3 | 0 |
| Jul 2020 | $0 | $0 | $0 | 3 | 0 |
| Jun 2020 | $0 | $0 | $0 | 3 | 0 |
DateFeb 2025
Total AUM$60.7M
Discretionary$60.7M
Non-Disc.$0
Employees3
Clients5
DateJan 2025
Total AUM$60.7M
Discretionary$60.7M
Non-Disc.$0
Employees3
Clients5
DateJan 2025
Total AUM$60.7M
Discretionary$60.7M
Non-Disc.$0
Employees3
Clients5
DateFeb 2024
Total AUM$50.9M
Discretionary$50.9M
Non-Disc.$0
Employees3
Clients7
DateFeb 2024
Total AUM$50.9M
Discretionary$50.9M
Non-Disc.$0
Employees3
Clients7
DateMay 2023
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees3
Clients2
DateMay 2023
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees3
Clients2
DateJan 2023
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees3
Clients2
DateJan 2023
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees3
Clients2
DateJan 2023
Total AUM$45.7M
Discretionary$45.7M
Non-Disc.$0
Employees3
Clients2
DateJan 2022
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees4
Clients10
DateJan 2022
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees4
Clients10
DateOct 2021
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees3
Clients16
DateJul 2021
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees3
Clients16
DateJun 2021
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees3
Clients16
DateFeb 2021
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees3
Clients16
DateNov 2020
Total AUM$28.1M
Discretionary$28.1M
Non-Disc.$0
Employees3
Clients5
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0