Shakespeare Wealth Management, LLC
Firm details
- Headquarters
- Pewaukee, Wisconsin
- CRD number
- 111950
- Registered since
- April 13, 2015
- Website
- www.shakespearewm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.18%
- Individuals14.33%
- Corporations / Businesses0.42%
- Pension & Profit Sharing Plans0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Shakespeare Wealth Management, LLC is an independent, fee-based registered investment adviser that began SEC registration in 2015. The firm is organized as an LLC and described as a capital allocator that serves individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser. Fees are charged as a percentage of assets under management, and the firm’s setup indicates it uses both in-house portfolio management and third‑party manager selection as part of its client solution set.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Cash & Cash Equivalents13%
- Exchange Traded Equities9%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1
Kevin Reardon
Founder & CEOCRD 2258277
Contacts
3 of 6
Nicholas Ziarek
Partner and Financial AdvisorCRD 4857560
Brian Ellenbecker
Partner and Financial AdvisorCRD 4210198
Andrea Bulen
President and Financial AdvisorCRD 5690724
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$384M in ETFs
83%
$320M
17%
$64.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 VALUE INDEX FUND (VOOV) | Vanguard | Passive | Large Value | $76.4M | 348,545 | 19.92% |
Location
Pewaukee, WI
Waukesha
Location
Pewaukee, WI
Headquartered in Pewaukee, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- Waukesha
- Address
- N22 W27847 Edgewater Dr
- Time zone
- CT (UTC-6)
- Office locations
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