Shakespeare Wealth Management, LLC
● SEC registered since 2015CRD 111950SEC# 801-92171Pewaukee, WI
Reg. AUM
$641.9M
Employees
9
Accounts
1,871
Location
Pewaukee, WI
Shakespeare Wealth Management, LLC assets under management
Shakespeare Wealth Management, LLC operates as an SEC-registered investment adviser based in Pewaukee, WI. The firm has been registered since 2015. It reports $641.9 million in regulatory assets under management and employs 9 people.
Shakespeare Wealth Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrea Margaret-Swansby Bulen | President | 10-25% | 2024 |
| Brian John Ellenbecker | Financial Advisor | 5-10% | 2025 |
| Brittany Hintz | Chief Compliance Officer | 5-10% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Shakespeare Wealth Management, LLC manage?
Shakespeare Wealth Management, LLC reports $641.9 million in regulatory assets under management on its Form ADV.
How many employees does Shakespeare Wealth Management, LLC have?
Shakespeare Wealth Management, LLC reports 9 employees.
Where is Shakespeare Wealth Management, LLC located?
Shakespeare Wealth Management, LLC is based in Pewaukee, WI and has been SEC-registered since 2015.
Does Shakespeare Wealth Management, LLC disclose fund performance?
Shakespeare Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | N22 W27847 Edgewater Drive, Suite 101, Pewaukee, WI 53072 |
| Phone | 262-814-1600 |
| Fax | 262-814-0600 |
| Office hours | 8:30a.m.-4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$641.9M▲ 25%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 43%
More than 57% of 16,825 advisers
Assets under management
$641.9Mregulatory AUM
Discretionary $641.9M