SHIELD WEALTH ADVISORS, LLC.
Doing business as SHIELD WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$68,366,197
Discretionary
$68,366,197
Non-discretionary
$0
Firm details
- CRD number
- 309538
- SEC file number
- 801-119094
- Main office
- WILLIAMSVILLE, NY, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTPS://WWW.SHIELD457.COM
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.