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SABER AND SHIELD WEALTH MANAGEMENT, L.L.C
CRD 291176
19365 FM 2252, SUITE 3, GARDEN RIDGE, TX, 78266, United States
Phone
830-312-0496
Fax
877-683-5202
Registration
— (—)
Source
State registered
Total AUM
$74.3M
Discretionary AUM
$74.3M
Team
4 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 139 | $36.2M |
| High net worth individuals | 22 | $38.2M |
All web addresses on file
Official SEC filing: View on IAPD