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SHIPWRIGHT ADVISORS
SHIPWRIGHT ADVISORS, LLC
CRD 329816
50 LAKESIDE AVE #106, BURLINGTON, VT, 05401, United States
Phone
8027774288
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$2.2M
Discretionary AUM
$2.2M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $2.0M |
| High net worth individuals | 2 | $262K |
All web addresses on file
Official SEC filing: View on IAPD