Saber and Shield Wealth Management, L.L.C
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$74,323,703
Total clients
161
14% high-net worth
Total advisors
2
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
81
Average account size
$461,638
About
Saber and Shield Wealth Management, L.L.C. provides discretionary and non-discretionary portfolio management and oversight to individuals, families, entities, retirement plans, trusts, estates, and small businesses. As of March 27, 2025, the firm managed roughly $57.2 million across about 202 client relationships and may either manage accounts directly or select and oversee outside managers.
The firm’s investment approach is grounded in modern portfolio theory, seeking globally diversified portfolios implemented mainly with mutual funds, exchange-traded funds, and individual equities, while using fundamental analysis alongside market trend and economic cycle review. Client risk tolerances and financial situations are documented and used to guide discretionary authority, model selection, and oversight when outside managers are engaged.
Uncommonly for peers, the firm’s owner is insurance-licensed and the adviser is affiliated with an insurance agency (Saber and Shield Wealth Management and Insurance Services LLC), through which associated persons may recommend insurance products and receive customary commissions, a potential conflict the brochure discloses. The firm also reports that all assets are managed on a discretionary basis, does not charge performance-based fees, and leaves proxy voting to clients while relying on qualified custodians that provide institutional brokerage and support services.
Client services
Expertise
Fee options
up to 1.5% annually (negotiable)
Main office location
Saber and Shield Wealth Management, L.L.C
19365 Fm 2252, Suite 3
Garden Ridge TX 78266, United States
Number of offices
1
Most active in
Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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