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Shakespeare Holdings, Inc.

OwnerShakespeare Wealth Management, LLC

About Shakespeare Holdings, Inc.

Shakespeare Holdings, Inc. is listed as Owner at Shakespeare Wealth Management, LLC in Pewaukee, WI. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Shakespeare Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Shakespeare Holdings, Inc. work?

Shakespeare Holdings, Inc. is listed as Owner at Shakespeare Wealth Management, LLC on SEC Form ADV.

How much of Shakespeare Wealth Management, LLC does Shakespeare Holdings, Inc. own?

Form ADV reports a beneficial ownership band of Over 75%.

Shakespeare Wealth Management, LLC

TitleOwner
OwnershipOver 75%
Control personYes
Since2020