Wealthshield Partners, LLC
SEC RegisteredAdvancing Your Best Interests
About the firm
At Madison Oaks Wealth Partners, LLC, we deliver private investing strategies with institutional-grade expertise. Drawing on over 45 years of experience at leading brokerage firms, our executives understand the pressurized demands of the financial world. Throughout their careers, they have managed risk and been responsible for making investment decisions on behalf of the most sophisticated global investors, and this expertise is translated to individual wealth management.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private investing strategies with institutional-grade expertise, tailored wealth management strategies, ongoing investment guidance, and risk management.
Who they serve
Individual wealth management clients, including sophisticated investors seeking tailored wealth management strategies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 869 | $301M |
| High Net Worth Individuals | 287 | $928M |
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Wealthshield Partners, LLC 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 the SEC or FINRA websites before making any decision.
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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched