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WEALTHSHAPE LLC

CRD 226733 · SEC 801-135593

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360 BLOOMFIELD AVE, SUITE 301, WINDSOR, CT, 06095, United States

Phone

860-837-0303

Fax

860-269-7017

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$109.4M

Discretionary AUM

$109.4M

Team

1 total employees; 1 advisory reps; 3 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals55$24.8M
High net worth individuals81$81.0M

States served

MA, CT

All web addresses on file

Official SEC filing: View on IAPD