WEALTHSHAPE LLC

Overview

Wealthshape LLC is an independent registered investment adviser formed as a limited liability company and positioned to serve individuals and families with advice across planning and portfolio management. The firm combines fee models — percentage of assets under management, hourly consulting, and fixed fees — to support financial planning, discretionary portfolio oversight for individuals and small businesses, and pension consulting work. Investment implementation emphasizes pooled public funds for core allocations while supplementing those holdings with alternatives such as private placements, direct real estate exposures and REITs. Wealthshape does not identify as an active ESG investor, and it reports that it is not a multi-state adviser. The firm operates as an implementer of client-directed strategies rather than as a third-party capital allocator; it sources mutual funds and third-party alternative managers to construct client portfolios and uses annuities where suitable for income or liability-matching objectives. Service delivery is geared toward high-net-worth households and family clients who require both planning and tactical portfolio management.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices