WEALTHSHIELD LLC of CARY, NC is an SEC-registered investment adviser (CRD 288875).
Compensation: % of AUM, Fixed.
Clients served: Pooled vehicles, Other.
| Name | Role | Location |
|---|---|---|
| Michael Peter Mansur | OWNER | Dallas, TX |
| Clinton Wayne Sorenson | MANAGING MEMBER | — |
| Justine Marie Kidwell | CHIEF COMPLIANCE OFFICER | — |
| SORENSON MERLIN CLINTON WAYNE | MANAGING MEMBER; MANAGING MEMBER AND OWNER; MEMBER | — |
| LEGGETT ROBERT ALEXANDER | MANAGING MEMBER AND OWNER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| KIDWELL JUSTINE MARIE | CHIEF COMPLIANCE OFFICER | — |