WEALTHSHIELD PARTNERS, LLC of CARY, NC is an SEC-registered investment adviser (CRD 169584). Regulatory assets under management: $1.3B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Robert Alexander Leggett | CHIEF COMPLIANCE OFFICER | — |
| Caroline Mcalister Leggett | PARTNER | — |
| Victoria Handley Araj | CHIEF OPERATING OFFICER | — |
| SORENSON MERLIN CLINTON WAYNE | MANAGING PARTNER; OWNER/PARTNER; PRINCIPAL | — |
| THARIN JAMES BLAKE | MANAGING PARTNER; MANAGING PARTNER & CHIEF COMPLIANCE OFFICER; PRINCIPAL & CHIEF COMPLIANCE OFFICER | — |
| LEGGETT ROBERT ALEXANDER | CHIEF COMPLIANCE OFFICER; MANAGING PARTNER; MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER (+2 more) | — |
| Leggett Caroline McAlister | PARTNER | — |
| Araj Victoria Handley | CHIEF OPERATING OFFICER | — |