# WEALTHSHAPE LLC

WEALTHSHAPE LLC of WINDSOR, CT is an SEC-registered investment adviser.

## Registration

- CRD: 226733
- Type: SEC-registered investment adviser
- SEC file number: 801-135593
- Location: 360 BLOOMFIELD AVE, SUITE 301, WINDSOR, CT, 06095
- Phone: 860-837-0303
- Latest filing: 2026-03-27
- Regulatory AUM: $109.4M
- Discretionary AUM: $109.4M
- Clients: 1
- Accounts: 379

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Timothy John Baker | PRINCIPAL, CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/226733/brochure
- Similar advisers: https://search.stillhousedata.com/firm/226733/similar
- Related entities: https://search.stillhousedata.com/firm/226733/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/226733

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.