Shield Wealth Advisors
Shield Wealth Advisors is an SEC-registered mass-market adviser in Williamsville, NY with $68.4M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Shield Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 309538, SEC 801-119094, data through 2026-01-30.
- AUM (assets under management / regulatory AUM)
- $68.4M (2026-01-30)
- Firm type
- Mass-Market Adviser
- Location
- Williamsville, NY
- Employees
- 3
- Clients
- 109
- CRD
- 309538
- Ownership
- Robinson, Dawn, M; HABERSTRO, JOHN, WILLIAM; ROBINSON, DAWN, M
How much AUM does Shield Wealth Advisors have?
Shield Wealth Advisors reported $68.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-30).
Who owns Shield Wealth Advisors?
Disclosed owners and executives of Shield Wealth Advisors include Robinson, Dawn, M, HABERSTRO, JOHN, WILLIAM, ROBINSON, DAWN, M. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.