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SHIELD WEALTH ADVISORS
SHIELD WEALTH ADVISORS, LLC.
CRD 309538 · SEC 801-119094
2809 WEHRLE DRIVE, SUITE 9, WILLIAMSVILLE, NY, 14221, United States
Phone
833-457-1040
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$68.4M
Discretionary AUM
$68.4M
Team
3 total employees; 2 advisory reps; 5 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $34.7M |
| High net worth individuals | 23 | $33.7M |
States served
NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD