SHIELD WEALTH ADVISORS, LLC.

SHIELD WEALTH ADVISORS, LLC. of WILLIAMSVILLE, NY is an SEC-registered investment adviser (CRD 309538). Regulatory assets under management: $68.4M.

Registration

• CRD: 309538
• SEC file number: 801-119094
• Type: Registered investment adviser
• Location: 2809 WEHRLE DRIVE, SUITE 9, WILLIAMSVILLE, NY, 14221
• Phone: 833-457-1040
• Latest filing: 2026-01-30
• Regulatory AUM: $68.4M
• Discretionary AUM: $68.4M
• Clients: 3
• Accounts: 307

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (4)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 309538 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search