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 registered investment adviser that focuses on serving individuals and families. The firm is SEC-registered (registered in 2015) and operates as a capital allocator, employing a percentage-of-AUM fee model. Ownership is held through a combination of a domestic entity and individual owners. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and selection of third‑party advisers. The firm does not characterize itself as an active ESG investor and is not a multi-state or newly formed adviser.
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
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 58Active vs passive
$513M in ETFs
87%
$447M
13%
$65.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 VALUE INDEX FUND (VOOV) | Vanguard | Passive | Large Value | $79.7M | 361,772 | 15.55% |
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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