WEALTHSHAPE LLC

WEALTHSHAPE LLC of WINDSOR, CT is an SEC-registered investment adviser (CRD 226733). Regulatory assets under management: $109.4M.

Registration

• CRD: 226733
• SEC file number: 801-135593
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 226733 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search