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| Shakespeare Wealth Management LLC
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|---|---|
| CRD # | 111950 |
| SEC # | 801-92171 |
| CIK # | 0001658509 |
| AUM | $641.9 M (2026-04-23) |
| Employees | 9 (67% Investors, 0% Brokers) |
| Phone | 262-814-1600 |
| Address | N22 W27847 Edgewater Drive Pewaukee, WI 53072 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wisconsin Energy Corp | 3.0 | ||
| Apple Inc | 3.0 | ||
| J P Morgan Chase & Co | 1.9 | ||
| Huntington Bancshares Inc/MD | 1.8 | ||
| Nvidia Corp | 1.5 | ||
| United Technologies Corp /DE/ | 1.5 | ||
| Marriott International Inc /MD/ | 1.3 | ||
| Alphabet Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 92.0 |
| (b) Individuals (high net worth individuals) | 184 | 546.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 2.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,871 | 641.9 |
| By Discretionary | ||
| Discretionary | 1,871 | 641.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,871 | 641.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 641.9 | |
| Total | 1,871 | 641.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001658509] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Heron Bay Capital Management LLC
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|
MI | 0.6 |
|
Richards Merrill & Peterson Inc
✚
|
WA | 0.6 |
|
Chapin Davis Inc
✚
|
MD | 0.6 |
|
Abacus FCF Advisors LLC
✚
|
FL | 0.6 |
|
Hudson Capital Management LLC
✚
|
NJ | 0.6 |
|
Arjuna Capital LLC
✚
|
MA | 0.6 |
|
Phoenix Wealth Advisors Inc
✚
|
NC | 0.6 |
|
Single Point Partners LLC
✚
|
MA | 0.6 |
|
Riverstone Advisors LLC
✚
|
0.6 | |
|
MWA Financial Services Inc
✚
|
IL | 0.6 |