Wealthshape LLC
● SEC registered since 2026CRD 226733SEC# 801-135593Windsor, CT
Reg. AUM
$109.4M
Employees
1
Accounts
379
Location
Windsor, CT
Wealthshape LLC assets under management
Wealthshape LLC is an investment advisory firm registered with the SEC based in Windsor, CT. The firm has been registered since 2026. It reports $109.4 million in regulatory assets under management and employs 1 people.
Wealthshape LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Timothy John Baker Control | Principal, Cco | Over 75% | 2015 |
Frequently asked questions
How much does Wealthshape LLC manage?
Wealthshape LLC reports $109.4 million in regulatory assets under management on its Form ADV.
How many employees does Wealthshape LLC have?
Wealthshape LLC reports 1 employees.
Where is Wealthshape LLC located?
Wealthshape LLC is based in Windsor, CT and has been SEC-registered since 2026.
Does Wealthshape LLC disclose fund performance?
Wealthshape LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 360 Bloomfield Ave, Suite 301, Windsor, CT 06095 |
| Phone | 860-837-0303 |
| Fax | 860-269-7017 |
| Office hours | Not Applicable - Office Visits By Appointment Only |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$109.4MNo change
Feb '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$109.4Mregulatory AUM
Discretionary $109.4M