Wealthshape LLC

Overview

Wealthshape LLC is an SEC registered investment adviser based in Windsor, CT, registered since 2015. It reports $109M in assets under management across 379 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$109M

Discretionary

100%

Accounts

379

Average account

$289K

Employees

1

Advisory reps

1

Registered since

2015

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Timothy John Baker Principal, Chief Compliance Officer CRD 5030137

Advisory reps 1 of 1

• Timothy John Baker Investment Adviser Rep CRD 5030137

Location

Headquarters

360 Bloomfield Ave Ste 301
Windsor, CT 06095

County

Capitol

Metro area

Hartford-East Hartford-Middletown, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: wealthshape.com

Every state, with registration dates

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