CRD: 291176
Saber AND Shield Wealth Management, L.l.c
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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-11-2018
- Office Locations
- 1
Office Locations
About Saber AND Shield Wealth Management, L.l.c
Saber & Shield Wealth Management is a boutique RIA focused on helping everyday Americans and their families prepare for retirement, while also serving high-net-worth clients. The firm emphasizes a highly personalized approach and fiduciary, fee-transparent advice, delivering financial planning, portfolio construction, and estate/legacy and insurance planning. Portfolios appear ETF-centric, with custody through platforms such as Schwab and Altruist.
Team overview
Insights
Custodian
Investment Vehicles
Services
Technology
Owner & Executives
SHELBY HOFFMAN SABERON
Chief Compliance Officer, FOUNDER, Investment Advisor Representative, Managing Member, President
- CRD
- #6358163
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Simon Glen Saberon
--
- CRD
- #7944062
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,323,703 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,323,703 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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