Adviser Profile
| As of Date | 03/20/2026 |
| Registration status | Registration Changed to WEALTHSHAPE LLC |
| ADV Location | WINDSOR, CT, United States |
| Contact Info | 860 xxxxxxx |
| Websites |
| AUM* | 109,423,270 47% |
| of that, discretionary | 109,423,270 47% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 288,716 10% |
| % High Net Worth | 57.86% 87% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds