SHAKESPEARE WEALTH MANAGEMENT, LLC
Firm details
- Headquarters
- PEWAUKEE, Wisconsin
- CRD number
- 111950
- Registered since
- April 13, 2015
- Website
- www.shakespearewm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.18%
- Individuals14.33%
- Corporations / Businesses0.42%
- Pension & Profit Sharing Plans0.07%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Shakespeare Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2015. The firm identifies as a capital allocator and serves individual and family clients on a fee basis tied to assets under management. Its advisory toolkit emphasizes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for business or institutional clients, and the selection of third‑party advisers. The firm does not position itself as an ESG investor and operates without a multi‑state advisory registration.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Cash & Cash Equivalents13%
- Exchange Traded Equities9%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1KEVIN REARDON
Founder & CEOCRD 2258277
Contacts
3 of 6NICHOLAS ZIAREK
Partner and Financial AdvisorCRD 4857560
BRIAN ELLENBECKER
Partner and Financial AdvisorCRD 4210198
ANDREA BULEN
President and Financial AdvisorCRD 5690724
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$434M in ETFs
86%
$374M
14%
$59.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 VALUE INDEX FUND (VOOV) | Vanguard | Passive | Large Value | $57.5M | 281,973 | 13.25% |
Location
PEWAUKEE, WI
WAUKESHA
Location
PEWAUKEE, WI
Headquartered in PEWAUKEE, WI, anchoring the Milwaukee-Racine-Waukesha, WI metro in the Midwest.
- Metro area
- Milwaukee-Racine-Waukesha, WI
- Region
- Midwest
- County
- WAUKESHA
- Address
- N22W27847 Edgewater Dr
- Time zone
- CT (UTC-6)
- Office locations
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