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WEALTHSHAPE LLC
WINDSOR, CT
860-837-0303
SEC #801-135593Total AUM
$109.4M
Employees
1Clients
137Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
360 BLOOMFIELD AVE
SUITE 301
WINDSOR
CT 06095
United States
SUITE 301
WINDSOR
CT 06095
United States
Operating Hours
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
NOT APPLICABLE - OFFICE VISITS BY APPOINTMENT ONLY
Phone
860-837-0303
Other Offices
3
Financials
Total AUM
$109.4M
Accounts
379Discretionary
$109.4M
Accounts
379Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
55AUM
$24.8M
HNW Individual Clients
81AUM
$81M
Pension/Profit Sharing Plan Clients
1AUM
$3.7M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CTMA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.