Wealthshape LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Windsor, CT. Its latest Form ADV filing, dated March 27, 2026, reports $109M in regulatory assets under management, 1 employee, 3 offices, and 379 accounts.
Assets Under Management
$109M
Employees
1
Offices
3 offices
Total Clients
136
Primary office
WINDSOR, CT
360 BLOOMFIELD AVE, SUITE 301, WINDSOR, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 59.6% of total clients.
Top client categories% of clientsClients
1
HNWI
59.6%
81
2
Individuals
40.4%
55
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$109Mas of March 27, 2026
Discretionary100.0%
$109M
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.
Total AUM$109M
Total Accounts379
10Y AUM Change—
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee136:1
10Y Employee Change—
* 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.