CRD: 111950
Shakespeare Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-30-1998
- Office Locations
- 1
Office Locations
About Shakespeare Wealth Management, LLC
Shakespeare Wealth Management is a fee-only, fiduciary RIA in Pewaukee, WI serving high-net-worth individuals with $1M+ investable assets. Its team of CFP® professionals delivers collaborative, proactive wealth and tax planning for complex needs, implementing portfolios primarily with mutual funds and ETFs. Custodied with Charles Schwab.
Team overview
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Client Personas
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Investment Themes
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Owner & Executives
ANDREA MARGARET-SWANSBY BULEN
Financial Advisor, General Partner, President
- CRD
- #5690724
- Ownership
- 10% but less than 25%
NICHOLAS ANDREW ZIAREK
FINANCIAL ADVISER, Financial Advisor, General Partner, PARTNER
- CRD
- #4857560
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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ISAAC SULLIVAN CHARPENTIER
Associate Advisor
- CRD
- #8160440
Showing 1 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $641,889,541 | $343,073 |
| Non-Discretionary | $0 | -- |
| Total | $641,889,541 | $343,073 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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