WEALTHSHIELD PARTNERS, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,265,665,461
Discretionary
$1,217,483,289
Non-discretionary
$48,182,172
Firm details
- CRD number
- 169584
- SEC file number
- 801-78937
- Main office
- CARY, NC, United States
- Employees
- 23
- SEC status
- Approved
- Website
- HTTP://WWW.MADISONOAKSWP.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of September 2026.