Overview
Assets Under Management: $440 million
Headquarters: PEWAUKEE, WI
High-Net-Worth Clients: 164
Average Client Assets: $3 million
Frequently Asked Questions
SHAKESPEARE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111950), SHAKESPEARE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SHAKESPEARE WEALTH MANAGEMENT, LLC is headquartered in PEWAUKEE, WI.
SHAKESPEARE WEALTH MANAGEMENT, LLC serves 164 high-net-worth clients according to their SEC filing dated September 04, 2024. View client details ↓
According to their SEC Form ADV, SHAKESPEARE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
SHAKESPEARE WEALTH MANAGEMENT, LLC manages $440 million in client assets according to their SEC filing dated September 04, 2024.
According to their SEC Form ADV, SHAKESPEARE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 164
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.26
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,210
Discretionary Accounts: 1,210
Regulatory Filings
CRD Number: 111950
Last Filing Date: 2024-09-04 00:00:00
Website: https://shakespearewm.com