# WEALTHSHIELD PARTNERS, LLC

WEALTHSHIELD PARTNERS, LLC of CARY, NC is an SEC-registered investment adviser.

## Registration

- CRD: 169584
- Type: SEC-registered investment adviser
- SEC file number: 801-78937
- Location: 2500 REGENCY PARKWAY, CARY, NC, 27518
- Phone: 919-948-4453
- Latest filing: 2026-03-20
- Regulatory AUM: $1.3B
- Discretionary AUM: $1.2B
- Non-discretionary AUM: $48.2M
- Clients: 23
- Accounts: 3,783

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (8)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169584/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169584/similar
- Related entities: https://search.stillhousedata.com/firm/169584/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169584

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.