SHAKESPEARE WEALTH MANAGEMENT, LLC
SEC file number 801-92171
· PEWAUKEE, WI
https://shakespeare.org ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$440.2M
Discretionary AUM
$440.2M
Employees
8
Clients
—
Firm
- Address
- N22 W27847 EDGEWATER DRIVE
PEWAUKEE, WI 53072 - Phone
- —
- Website
- https://shakespeare.org
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 1, 2026
Possible Form D name matches (not verified)
- RLS Wealth Management LP LLC Medium name-match confidence · CIK 2138502 · NC
- Cantata Wealth Management, LLC Medium name-match confidence · CIK 2051140 · FL
- Strata Solas Wealth Management LLC Medium name-match confidence · CIK 2105970 · DE
- Redstone Wealth Management Co., Ltd. Medium name-match confidence · CIK 2112381 · CO
-
RLS Wealth Management LP LLC · D · Jun 4, 2026$1.2M
-
Redstone Wealth Management Co., Ltd. · D · Feb 20, 2026$100M
-
Strata Solas Wealth Management LLC · D · Jan 20, 2026
-
Cantata Wealth Management, LLC · D/A · Oct 10, 2025$2M
-
Cantata Wealth Management, LLC · D · Feb 19, 2025$2M