$1.3B Total AUM
$1.2B Disc. AUM
-- 3Y CAGR
23 Employees
1,187 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-01-2013
- Office Locations
- 1
Office Locations
2500 Regency Parkway Cary NC
About Wealthshield Partners, LLC
Wealthshield Partners, LLC is a Cary-based RIA. The firm has been operating for 12 years. Managing $1.3B in total assets under management, with 13 advisory representatives. They custody assets with Charles Schwab & Company and Raymond James.
Team overview
-- AVG AGE
$97.4M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
6.5 yrs AVG TENURE
23 Employees
13 Advisory Reps
16 RIA Reps
12yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
Robert Alexander Leggett
Certified Financial Planner, Chief Compliance Officer
- CRD
- #3192764
- Ownership
- 75% or more
Available
Available
Available
V
Victoria Handley Araj
CHIEF OPERATING OFFICER
- CRD
- #7716256
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,217,483,289 | $323,627 |
| Non-Discretionary | $48,182,172 | $2,294,389 |
| Total | $1,265,665,461 | $334,567 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available U.S. Government/Agency:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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