SHAKESPEARE WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$641,889,541
Discretionary
$641,889,541
Non-discretionary
$0
Firm details
- CRD number
- 111950
- SEC file number
- 801-92171
- Main office
- PEWAUKEE, WI, United States
- Employees
- 9
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.