Wealthshield Partners, Llc
- Regulatory AUM
- $1.3B
- Discretionary
- $1.2B
- Clients
- 1,187
- Avg AUM / client
- $1.1M
- Accounts
- 3,783
- Employees
- 23
AUM over time
Annual snapshots from Form ADV filings · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 869 | $301M | 23.8% |
| High net worth individuals | 287 | $928M | 73.4% |
| State or municipal government entities | 1 | $2.6M | 0.21% |
| Corporations and other businesses | 30 | $33.9M | 2.68% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Goprime Mortgage, Inc. 401(k) Plan Goprime Mortgage, Inc. | 2024 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Alexander Leggett | Chief Compliance Officer | CFP CFA | Dec 2013 (13y) | ≈ 56.25% – 100% via Clint And Robert Holdings |
| Leggett, Caroline, Mc Alister | Partner | Mar 2023 (3y) | Less than 5% | |
| Victoria Handley Araj | Chief Operating Officer | CFP | Mar 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Clint And Robert Holdings | Direct Owner | Dec 2021 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Robert Alexander Leggett: 75% – 100% of Clint And Robert Holdings × 75% – 100% direct ≈ 56.25% – 100% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Goprime Mortgage, Inc. 401(k) Plan | Goprime Mortgage, Inc. | 74 | $9.8M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Raymond James $836M (66% of AUM) Mar 2026
- Charles Schwab & Co. $429M (34% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗