SHIPWRIGHT ADVISORS

SHIPWRIGHT ADVISORS of BURLINGTON, VT is an SEC-registered investment adviser (CRD 329816). Regulatory assets under management: $2.2M.

Registration

• CRD: 329816
• Type: Registered investment adviser
• Location: 50 LAKESIDE AVE #106, BURLINGTON, VT, 05401
• Phone: 8027774288
• Latest filing: 2026-03-30
• Regulatory AUM: $2.2M
• Discretionary AUM: $2.2M
• Clients: 1
• Accounts: 64

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 329816 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search