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SABER AND SHIELD WEALTH MANAGEMENT, L.L.C

Advisory

GARDEN RIDGE, TX

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in TX

#1,567

of 2,813 advisers by AUM

Average account

$114K

across 654 accounts

AUM per adviser

$25M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$74M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$74M

Discretionary AUM$74M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients161

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTX, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

161 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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