SHIELD WEALTH ADVISORS

2809 Wehrle Drive
Suite 9
Williamsville, New York 14221
Tel: 833-457-1040

About SHIELD WEALTH ADVISORS

SHIELD WEALTH ADVISORS, formally registered with the SEC as SHIELD WEALTH ADVISORS. The firm was established in 07/23/2020. They have over 1 offices throughout the country.

SHIELD WEALTH ADVISORS is a Williamsville, New York based Financial Planning firm with nearly $60,730,929 assets under management, offering retirement planning & investment advisory services to 268 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	309538
SEC#	801-119094
Assets Managed by Firm	$60,730,929
No. of Clients	268
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	268	$60,730,929
Individuals (other than high net worth individuals)	90	$35,318,885
High net worth individuals	17	$25,412,044

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J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
MORGAN STANLEY 2000 Westchester Avenue Purchase, NY, 10577-2530	$1,402,425,838,334	2405783	29300
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED One Bryant Park New York, NY, 10036	$1,271,593,679,276	2911578	34934

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