# SHIELD WEALTH ADVISORS, LLC.

SHIELD WEALTH ADVISORS, LLC. of WILLIAMSVILLE, NY is an SEC-registered investment adviser.

## Registration

- CRD: 309538
- Type: SEC-registered investment adviser
- SEC file number: 801-119094
- 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)

| Name | Role | Location |
| --- | --- | --- |
| John William Haberstro | PRESIDENT | — |
| Dawn M Robinson | CHIEF COMPLIANCE OFFICER | — |
| ROBINSON KAREN M | CHIEF COMPLIANCE OFFICER | — |
| HABERSTRO JOHN WILLIAM | PRESIDENT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/309538/brochure
- Similar advisers: https://search.stillhousedata.com/firm/309538/similar
- Related entities: https://search.stillhousedata.com/firm/309538/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/309538

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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.