Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
N/A
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
WealthShield provides investment strategy and portfolio modeling services to other investment advisers, including UMA programs. They offer sub-advisory services on a discretionary or non-discretionary basis. WealthShield does not directly manage any client assets; all assets are offered through "sponsor" firms.
2500 Regency Parkway, Cary, NC, 27518