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 | — |
Showing 15 of 18 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| PORTLAND | ME | 5 | 207-775-4900 |
| PORTLAND | ME | 5 | 207-775-4900 |
| RALEIGH | NC | 4 | (919) 324-3345 |
| RALEIGH | NC | 4 | (919) 324-3345 |
| — | — | 2 | 919-948-4453 |
| — | — | 2 | 919-948-4453 |
| PINEHURST | NC | 1 | 910-295-2321 |
| BRUNSWICK | ME | 1 | 207-775-4900 |
| — | — | 1 | 207-775-4900 |
| — | — | 1 | 917-992-3816 |
| — | — | 1 | 919-948-4453 |
| PINEHURST | NC | 1 | 910-295-2321 |
| — | — | 1 | 919-948-4453 |
| BRUNSWICK | ME | 1 | 207-775-4900 |
| — | — | 1 | 207-775-4900 |