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Shakespeare Wealth Management, LLC

● SEC registered since 2015CRD 111950SEC# 801-92171Pewaukee, WI
Export (members)
Reg. AUM
$512.5M
Employees
9
Accounts
1,328
Location
Pewaukee, WI

Shakespeare Wealth Management, LLC assets under management

Shakespeare Wealth Management, LLC operates as an SEC-registered investment adviser based in Pewaukee, WI. The firm has been registered since 2015. It reports $512.5 million in regulatory assets under management and employs 9 people.
www.shakespeareinvestments.comView on SEC.gov ↗

Shakespeare Wealth Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Andrea Margaret-Swansby BulenPresident10-25%2024
Brittany HintzChief Compliance OfficerUnder 5%2024
Kevin Michael Reardon ControlFounder & Chief Executive OfficerUnder 5%1999
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Frequently asked questions

How much does Shakespeare Wealth Management, LLC manage?

Shakespeare Wealth Management, LLC reports $512.5 million in regulatory assets under management on its Form ADV.

How many employees does Shakespeare Wealth Management, LLC have?

Shakespeare Wealth Management, LLC reports 9 employees.

Where is Shakespeare Wealth Management, LLC located?

Shakespeare Wealth Management, LLC is based in Pewaukee, WI and has been SEC-registered since 2015.

Does Shakespeare Wealth Management, LLC disclose fund performance?

Shakespeare Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressN22 W27847 Edgewater Drive, Suite 101, Pewaukee, WI 53072
Phone262-814-1600
Fax262-814-0600
Office hours8:30a.m.-4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$512.5M
Non-discretionary$0
Total (RAUM)$512.5M