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Building 2SHAKESPEARE WEALTH MANAGEMENT, LLC

Map pinPEWAUKEE, WI
Phone262-814-1600
NotebookSEC #801-92171
Total AUM
$641.9M
Employees
9
Clients
315

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
N22 W27847 EDGEWATER DRIVE
SUITE 101
PEWAUKEE
WI 53072
United States
Operating Hours
8:30AM-4:30PM
Monday - Friday
Phone
262-814-1600

ReceiptFinancials

Total AUM
$641.9M
Accounts
1,871
Discretionary
$641.9M
Accounts
1,871
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
128
AUM
$92M
HNW Individual Clients
184
AUM
$546.8M
Pension/Profit Sharing Plan Clients
1
AUM
$435.6K
Charitable Organization Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$2.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLNHSCTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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