# SHELLCREST FINANCIAL LLC

SHELLCREST FINANCIAL LLC of MIDDLETON, WI is an SEC-registered investment adviser.

## Registration

- CRD: 340316
- Type: SEC-registered investment adviser
- Location: 8383 GREENWAY BOULEVARD, MIDDLETON, WI, 53562
- Phone: 715-208-0934
- Latest filing: 2026-07-23
- Clients: 1

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/340316/brochure
- Similar advisers: https://search.stillhousedata.com/firm/340316/similar
- Related entities: https://search.stillhousedata.com/firm/340316/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/340316

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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.