Falists
← Back to search

SHAKESPEARE WEALTH MANAGEMENT, LLC

CRD 111950 · SEC 801-92171

Visit website

N22 W27847 EDGEWATER DRIVE, SUITE 101, PEWAUKEE, WI, 53072, United States

Phone

262-814-1600

Fax

262-814-0600

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$641.9M

Discretionary AUM

$641.9M

Team

9 total employees; 6 advisory reps

Clients

251-500

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-23

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers

Client types

TypeClientsAUM
Individuals128$92.0M
High net worth individuals184$546.8M

States served

SC, WI, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD