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SHAKESPEARE WEALTH MANAGEMENT, LLC

PEWAUKEE, WI · CRD 111950 · IAPD ↗ · 262-814-1600

$641.9MRegulatory AUM
6Advisory reps
9Employees
0Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — SHAKESPEARE WEALTH MANAGEMENT, LLC reported RAUM up 25% ($512.5M -> $641.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2026 — SHAKESPEARE WEALTH MANAGEMENT, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
61
April 2025 — SHAKESPEARE WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2025 — SHAKESPEARE WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($440.2M -> $512.5M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2024 — SHAKESPEARE WEALTH MANAGEMENT, LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.