$109.4M Total AUM
$109.4M Disc. AUM
-- 3Y CAGR
1 Employees
139 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-19-2015
- Office Locations
- 1
Office Locations
360 Bloomfield AVE Suite 301 Windsor CT
About Wealthshape LLC
WealthShape provides ongoing fiduciary advice and investment management, pairing CFP(R)-led financial planning with evidence-based, factor-driven portfolios grounded in academic and Nobel Prize-winning research. The firm is fee-only (no commissions) and treats planning as an ongoing process, giving clients a secure view of investments, goals, and progress in one placedesigned to make CFP professionals accessible beyond the ultra-wealthy.
Team overview
41 AVG AGE
$109.4M AVG AUM / ADVISOR
$787.2K AVG AUM / CLIENT
10.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Custodian
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Fund Managers
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
TIMOTHY JOHN BAKER
Chief Compliance Officer, Principal
- CRD
- #5030137
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,423,270 | $288,716 |
| Non-Discretionary | $0 | -- |
| Total | $109,423,270 | $288,716 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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