findmyFA.app
The register of American financial advisors

Home / Firms / Wealthshape LLC

Wealthshape LLC

CRD 226733  ·  Windsor, CT  ·  $109.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
226733
SEC number
801-135593
Firm type
RIA
Assets under management
$109.4M as of Mar 27, 2026
Website
www.facebook.com/WEALTHSHAPE ↗
Phone
860-837-0303
Address
360 Bloomfield Ave, Windsor, CT, 06095

Advisors at this firm

1 in our index · page 1 of 1

1–1 of 1

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.