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SHIELD WEALTH ADVISORS

WILLIAMSVILLE, NY · CRD 309538 · IAPD ↗ · shield457.com · 833-457-1040

$68.4MRegulatory AUM
2Advisory reps
3Employees
5Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
February 2024 — SHIELD WEALTH ADVISORS reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.