WealthShield Partners
Financial Services • 
Cary, North Carolina, United States • 1-10 Employees
Company overview
| Headquarters | 2500 Regency Parkway, Cary, North Carolina 27518, US |
| Phone number | +19199484452 |
| Website | |
| NAICS | 52 |
| Founded | 2015 |
| Employees | 1-10 |
| Socials |
Key Contact at WealthShield Partners
Jessica Wood Alpers
Director of Operations
WealthShield Partners Email Formats
WealthShield Partners uses 1 email format. The most common is {first initial} (e.g., j@wealthshieldpartners.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@wealthshieldpartners.com | 100% |
About WealthShield Partners
WealthShield Partners, LLC was founded in 2013 based on a belief in the importance of the fiduciary, and the need for advisors to operate within an independent environment to avoid conflicts of interest and to better serve their clients. As a registered investment adviser (RIA), we believe our independence enables us to work for the exclusive benefit of our investors. Furthermore, we are passionate about empowering advisors who share this vision with the resources and expertise necessary to deliver comprehensive service and support to the clients they serve. WealthShield Partners serves as an extension to each advisory team we support, all while keeping the advisor in the driver’s seat to grow their business on their terms. Our team is dedicated to providing robust practice management support, compliance oversight, and operational guidance to our advisors. Reach out to our team today! info@wealthshieldpartners.com To view our firm's full disclosure, visit: www.wealthshieldpartners.com/social-media-disclosure
WealthShield Partners revenue & valuation
| Annual revenue | $427,775 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
WealthShield Partners has never raised funding before.
WealthShield Partners Tech Stack
Discover the technologies and tools that power WealthShield Partners's digital infrastructure, from frameworks to analytics platforms.
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Frequently asked questions
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