Overview
Assets Under Management: $109 million
Headquarters: WINDSOR, CT
High-Net-Worth Clients: 81
Average Client Assets: $1.0 million
Frequently Asked Questions
WEALTHSHAPE 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 #226733), WEALTHSHAPE LLC is subject to fiduciary duty under federal law.
WEALTHSHAPE LLC is headquartered in WINDSOR, CT.
WEALTHSHAPE LLC serves 81 high-net-worth clients according to their SEC filing dated March 27, 2026. View client details ↓
According to their SEC Form ADV, WEALTHSHAPE LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WEALTHSHAPE LLC manages $109 million in client assets according to their SEC filing dated March 27, 2026.
According to their SEC Form ADV, WEALTHSHAPE LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.99%
Average Client Assets: $1.0 million
Total Client Accounts: 379
Discretionary Accounts: 379
Regulatory Filings
CRD Number: 226733
Filing ID: 2085307
Last Filing Date: 2026-03-27 14:22:38