Shakespeare Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pewaukee, WI. Its latest Form ADV filing, dated April 23, 2026, reports $642M in regulatory assets under management, 9 employees, and 1,871 accounts.
Assets Under Management
$642M
Employees
9
Offices
--
Total Clients
312
Primary office
PEWAUKEE, WI
N22 W27847 EDGEWATER DRIVE, SUITE 101, PEWAUKEE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.0% of total clients.
Top client categories% of clientsClients
1
HNWI
59.0%
184
2
Individuals
41.0%
128
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$642Mas of April 23, 2026
Discretionary100.0%
$642M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$642M
Total Accounts1,871
10Y AUM Change+$498M (+347.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee35:1
10Y Employee Change+5 (+125.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.