Wealthshape LLC
Wealthshape LLC is an SEC-registered mass-market adviser in Windsor, CT with $109.4M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Wealthshape LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 226733, SEC 801-135593, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $109.4M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Windsor, CT
- Employees
- 1
- Clients
- 136
- CRD
- 226733
- Ownership
- BAKER, TIMOTHY, JOHN
How much AUM does Wealthshape LLC have?
Wealthshape LLC reported $109.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Wealthshape LLC?
Disclosed owners and executives of Wealthshape LLC include BAKER, TIMOTHY, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.