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WEALTHSHAPE LLC

WINDSOR, CT · CRD 226733 · IAPD ↗ · 860-837-0303

$109.4MRegulatory AUM
1Advisory reps
1Employees
3Clients
1-10Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2026 — WEALTHSHAPE LLC (WINDSOR, CT) is newly SEC-registered with $109.4M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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