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Wealthshape LLC

● SEC registered since 2026CRD 226733SEC# 801-135593Windsor, CT
Export (members)
Reg. AUM
$109.4M
Employees
1
Accounts
379
Location
Windsor, CT

Wealthshape LLC assets under management

Wealthshape LLC is an investment advisory firm registered with the SEC based in Windsor, CT. The firm has been registered since 2026. It reports $109.4 million in regulatory assets under management and employs 1 people.
www.facebook.com/wealthshapeView on SEC.gov ↗

Wealthshape LLC owners & executives

1 reported
NameTitleOwnershipSince
Timothy John Baker ControlPrincipal, CcoOver 75%2015

Frequently asked questions

How much does Wealthshape LLC manage?

Wealthshape LLC reports $109.4 million in regulatory assets under management on its Form ADV.

How many employees does Wealthshape LLC have?

Wealthshape LLC reports 1 employees.

Where is Wealthshape LLC located?

Wealthshape LLC is based in Windsor, CT and has been SEC-registered since 2026.

Does Wealthshape LLC disclose fund performance?

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

Contact & registration

Address360 Bloomfield Ave, Suite 301, Windsor, CT 06095
Phone860-837-0303
Fax860-269-7017
Office hoursNot Applicable - Office Visits By Appointment Only
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$109.4M
Non-discretionary$0
Total (RAUM)$109.4M