WEALTHSHAPE LLC
SEC Form ADV profile.
Total regulatory AUM
$109,423,270
Discretionary
$109,423,270
Non-discretionary
$0
Firm details
- CRD number
- 226733
- SEC file number
- 801-135593
- Main office
- WINDSOR, CT, United States
- Employees
- 1
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.