|
⚲
|
| Wealthshape LLC
✚
|
|
|---|---|
| CRD # | 226733 |
| SEC # | 801-135593 |
| CIK # | |
| AUM | $109.4 M (2026-03-27) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 860-837-0303 |
| Address | 360 Bloomfield Ave Windsor, CT 06095 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 55 | 24.8 |
| (b) Individuals (high net worth individuals) | 81 | 81.0 |
| (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 | 3.7 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 379 | 109.4 |
| By Discretionary | ||
| Discretionary | 379 | 109.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 379 | 109.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 109.4 | |
| Total | 379 | 109.4 |
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|---|---|---|
|
Private Client Advisor Group LLC
✚
|
FL | 0.1 |
|
Oxford Wealth Management LLC
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UT | 0.1 |
|
Simcoe Capital LLC
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WA | 0.1 |
|
Afton Advisors LLC
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0.1 | |
|
Ingram Advisory Services LLC
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FL | 0.1 |
|
Garden State Retirement Specialists LLC
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|
NJ | 0.1 |
|
Fairlight Advisors LLC
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|
CA | 0.1 |
|
Aspire Advisors LLC
✚
|
NY | 0.1 |
|
Partners Capital Services Inc
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|
NY | 0.1 |
|
A Better Way Financial LLC
✚
|
PA | 0.1 |