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WEALTHSHIELD PARTNERS, LLC
CRD 169584 · SEC 801-78937
2500 REGENCY PARKWAY, CARY, NC, 27518, United States
Phone
919-948-4453
Fax
919-869-1834
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.27B
Discretionary AUM
$1.22B
Team
23 total employees; 13 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 869 | $300.7M |
| High net worth individuals | 287 | $928.4M |
| State/municipal entities | 1 | $2.6M |
| Corporations/business entities | 30 | $33.9M |
States served
CA, GA, IL, KS, LA, ME, MA, NJ, NY, NC, OH, PA, SC, TN, VA, WA, TX, NH, CT, FL
All web addresses on file
- https://www.linkedin.com/company/harborview-advisors/
- https://www.facebook.com/HarborviewAdvisors
- https://www.linkedin.com/company/wealthshieldpartnersllc/
- HTTP://WWW.MADISONOAKSWP.COM/
- HTTPS://TWITTER.COM/GOLDENPINENC
- HTTPS://WWW.FACEBOOK.COM/MADISONOAKSWP/
- HTTPS://WWW.FACEBOOK.COM/GOLDENPINEADVISORY/
- HTTPS://GOLDENPINEADVISORY.COM/
- https://www.harborviewinvestments.com/
- https://www.wealthshieldpartners.com/
- https://www.linkedin.com/company/golden-pine-advisory/
Official SEC filing: View on IAPD