Description of Services: Our firm is a limited liability company formed in the State of North Carolina. Our firm has been in business as an investment adviser since 2013 and is owned by Robert Leggett through his ownership of the parent company, Clint and Robert Holdings, LLC. We provide the following types of services: Asset Management, Financial Planning & Consulting, and Pension Consulting. All clients are encouraged to consult their own tax, legal and financial professionals before entering into, and during, any investment program. It remains the client’s responsibility to promptly notify us if there is ever any change in the client’s financial or other personal situation, tax status, or investment objectives. Our business model includes a network of investment adviser representatives with offices located in numerous states ITEM 2: MATERIAL CHANGES and cities. These investment adviser representatives offer our services to clients and prospective clients. Certain investment adviser representatives are independent contractors of WealthShield Partners, LLC, and they operate under an alternate business name or “DBA”. As such, marketing materials provided to clients and prospective clients may include the DBA name or logo associated with the DBA name of the investment adviser representative or group of investment adviser representatives that service the relevant clients. WealthShield Partners, LLC continues to review such marketing materials. In your advisory agreement, you will acknowledge that your accounts will be serviced by WealthShield Partners, LLC. We supervise our investment adviser representatives with respect to the advisory services they provide to clients. Our current DBAs include Golden Pine Advisory, Madison Oaks Wealth Partners, Harborview Advisors, and Harborview Investments. The following paragraphs describe our services and fees. Please refer to the description of each service listed below for information on how we tailor our advisory services to your individual needs. As used in this brochure, the words “WSP”, "we", "our", and "us" refer to WealthShield Partners, LLC, and the words "you", "your", and "client" refer to you as either a client or prospective client of our firm. WSP also utilizes “Investment Adviser Representatives”, to whom we refer throughout this Brochure. Types of Advisory Services We Offer Asset Management: We offer discretionary and non-discretionary asset management services. Our investment advice is tailored to meet your needs and investment objectives. If you retain our firm for these services, you will provide us with information regarding your investment objectives, risk tolerance, and other relevant information at the beginning of our advisory relationship. We will use this information to help develop a strategy that enables us to give you continuous and focused investment advice and/or to make investments on your behalf. If you participate in our discretionary asset management services, we require you to grant our firm discretionary authority to manage your account. Discretionary authorization will allow our firm without further authorization from you to, among other things, purchase and sell securities for your account, select and retain sub-advisers and/or money managers and platforms, and act on your behalf in all matters necessary or incidental to the management of your account, including the monitoring of assets and use of third-party services. Discretionary authority is typically granted by the portfolio management agreement you sign with our firm, a limited power of attorney, or trading authorization forms. You may limit our discretionary authority by providing our firm with your restrictions and guidelines in writing (for example, limiting the types of securities that can be purchased for your account). We also offer non-discretionary asset management services. In such cases, we will review the accounts on a periodic basis (at least annually) and make recommendations to you. With respect to non- discretionary accounts, you retain the authority to implement any recommendation. For non- discretionary accounts, we will obtain your approval prior to executing any transactions. Financial Planning & Consulting: We provide a variety of financial planning and consulting services to individuals, families, institutions, and other clients regarding the management of their financial resources. These services are based upon an analysis of the client's current situation, goals, and objectives as determined by information received from the client. Generally, such financial planning services will involve preparing a financial plan or rendering a financial consultation for clients based on the client's financial goals and objectives. This planning or consulting may encompass one or more of the following areas: Investment Planning, Retirement Planning, Estate Planning, Charitable Planning, Education Planning, Corporate and Personal Tax Planning, Cost Segregation Study, Corporate Structure, Real Estate Analysis, Mortgage/Debt Analysis, Insurance Analysis, Lines of Credit

Evaluation, and/or Business and Personal Financial Planning. Our written financial plans or financial consultations rendered to clients usually include general recommendations for a course of activity or specific actions to be taken by the clients. For example, recommendations may be made that the clients begin or revise investment programs, create or revise wills or trusts, obtain or revise insurance coverage, commence or alter retirement savings, or establish education or charitable giving programs. If requested by a client, we may recommend the engagement of an accountant, attorney, or other specialist as necessary for non-advisory related services. Such client is under no obligation to engage the services of any such recommended professional. The client retains absolute discretion over all such implementation decisions and is free to accept or reject any recommendation from us. If the client engages a recommended professional, and a dispute arises thereafter relative to such engagement, the client agrees to seek recourse exclusively from and against the engaged professional. For written financial planning engagements, we provide our clients with a written summary of the client’s financial situation, observations, and recommendations. Plans or consultations are typically delivered within six (6) months of the client signing a financial planning contract with us, assuming that all the information and documents we request from the client are provided to us promptly. Implementation of any recommendation provided through our financial planning and consulting services will be at the sole discretion of the client. Retirement and Pension Consulting: We provide retirement and pension consulting services to employer plan sponsors and plan participants on a one- time or ongoing basis. Generally, such consulting services consist of assisting employer plan sponsors and participants in establishing, monitoring, and reviewing their defined benefit or participant- directed retirement plans. As the needs of the clients dictate, areas of advising could include: Investment Options, Plan Structure and Participant Education, 401(k) advice, and Custom Investment Models. All pension consulting services shall be in compliance with the applicable federal and state law(s) regulating pension consulting services. This applies to client accounts that are pension or other employee benefit plans ("Plan") governed by the Employee Retirement Income Security Act of 1974, as amended ("ERISA"). If the client accounts are part of a Plan, and we accept appointments to provide our services to such accounts, we acknowledge that we are a fiduciary within the meaning of Section 3(21) of ERISA (but only with respect to the provision of services described in the Pension Consulting Agreement). Pursuant to adopted regulations of the U.S. Department of Labor, we are required to provide the Plan's responsible plan fiduciary (the person who has the authority to engage us as an investment adviser to the Plan) with a written statement of the services we provide to the Plan, the compensation we receive for providing those services, and our status. The services we provide to a Plan are specifically described in a separate 408(b)(2) written disclosure document that we will provide to you or is contained in the advisory agreement. Our compensation for these services is described below, at Item 5, in the advisory agreement and/or the 408(b)(2) written disclosure document. In providing services to a Plan and investment advice to Participants, our status is that of an investment adviser registered under the Advisers Act, and we are not subject to any disqualifications under Section 411 of ERISA. Tailoring of Advisory Services We offer individualized investment advice to clients utilizing our asset management services as well as our financial planning and consulting services. Participation in Wrap Fee Programs We act as portfolio manager for and sponsor of a wrap fee program, which is an investment program where the client pays one stated fee that includes management fees and transaction costs. However, this brochure describes our non-wrap fee advisory services; clients utilizing our wrap fee portfolio management should refer to the separate Wrap Fee Program Brochure. Fees paid under the wrap fee program will be given to WSP as a management fee. Please also see Item 5 and Item 12 of this brochure. Types of Investments We generally do not limit investment advice to certain investment types. You may request that we refrain from investing in particular securities or certain types of securities. You must provide these restrictions to our firm in writing. Restrictions on investments in certain securities or types of securities may not be possible due to the level of difficulty and costs this would entail in managing the account. Regulatory Assets Under Management As of December 31, 2023, we provide continuous management services for $916,684,308 in client assets on a discretionary basis, and $1,207,411 in client assets on a non-discretionary basis.