SABER AND SHIELD WEALTH MANAGEMENT, L.L.C

SABER AND SHIELD WEALTH MANAGEMENT, L.L.C is an SEC-registered investment adviser in GARDEN RIDGE, TX. The firm manages approximately $74 million in regulatory...

SABER AND SHIELD WEALTH MANAGEMENT, L.L.C

SABER AND SHIELD WEALTH MANAGEMENT, L.L.C is an SEC-registered investment adviser in GARDEN RIDGE, TX. The firm manages approximately $74 million in regulatory assets. It has 4 employees and 3 investment advisers.

General information

Firm type

Multi Family Office

Is Saber and Shield Wealth Management a family office?

The firm's name and registration as an investment advisor suggest a multi-family office model, but its exact structure is not publicly confirmed. The term 'wealth management' and the shield imagery indicate a focus on asset protection and financial planning for high-net-worth clients.

What investment services does Saber and Shield offer?

As an RIA, the firm likely provides discretionary portfolio management, financial planning, and risk management. Specific asset-class expertise or direct-investing capabilities are not disclosed.

Who owns or operates Saber and Shield Wealth Management?

Public records do not name the founding principal or CEO. The firm's ownership structure may remain private, consistent with many small RIAs.

What is the firm's regulatory status?

Saber and Shield Wealth Management is registered as an investment advisor, likely with a state securities regulator. This registration requires certain disclosures, but the firm's filings do not appear in public databases.

Has the firm made any notable investments?

No investment activity or portfolio holdings have been publicly attributed to Saber and Shield Wealth Management. The firm does not appear in transaction databases or news reports.

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jul 6, 2026. Continuous refresh with full update cycles at least every 30 days.