WEG - Emerald Team (Formerly WealthShield Partners, LLC)

EST. AUM
$1,080,417,121

CONTACTS
3

CLIENT ACCOUNTS
3,596

Firm Details

Metro area Raleigh
CRD Number 169584
Website wealthenhancement.com
Client types

Overview

Founded in 2013, WealthShield Partners, LLC was an independent investment advisor platform headquartered in Cary, North Carolina, providing compliance, operations, marketing, and investment support to a network of independent advisor representatives. In 2026, the firm, managing approximately $1.3 billion in total client assets, was acquired by Wealth Enhancement and rebranded as the Emerald Team, continuing to serve clients as part of Wealth Enhancement's national wealth management platform.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

WEG - Emerald Team (Formerly WealthShield Partners, LLC)

Platform Details

Investment Preferences

Alternative Activity

Address

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Company