David A Shields
Investment Adviser Representative at Wealth Watch Advisors, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David A. Shields is an investment adviser representative with Wealth Watch Advisors, Inc in San Antonio, TX, where they have been registered since 2017, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Minnesota, North Carolina, and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Minnesota, North Carolina, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Wealth Watch Advisors, LLCJul 2015 – no end date reportedEnglewood, CO
- Wealthmark Advisors, Inc.Jul 2007 – Jan 2019San Antonio, TX
- Wealth Watch Partners, IncJan 2019 – no end date reportedSan Antonio, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Wealth Watch Advisors, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Financial planning services including evaluation of current financial situation, defining priorities and planning objectives, developing personalized financial plans, and ongoing review and adjustment. Planning considerations include retirement planning and income strategy, investment coordination and portfolio structure, tax awareness and cash-flow planning, and risk management.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 55
- Offices listed on AdvisorFinder:
- 21
- Main office:
- Englewood, CO
- SEC file number:
- 801-96180
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 6, 2026
View full firm profileOther advisors at Wealth Watch Advisors, Inc
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David A Shields has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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