SHAKESPEARE WEALTH MANAGEMENT, LLC

CRD 111950File 801-92171

APPROVED

Retail clients

Custody

Filing as of Jul 1, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$641.9M

Above cohort median (national)

Discretionary AUM

$641.9M

Clients

312

1,871 accounts

Employees

Above cohort median in WI

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Apr 13, 2015
Principal office: N22 W27847 EDGEWATER DRIVE, SUITE 101, PEWAUKEE, WI, 53072
Phone: 262-814-1600
Website: https://www.linkedin.com/company/shakespeare-wealth-management/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $641.9M
Discretionary AUM: $641.9M
Non-discretionary AUM: $0
Discretionary accounts: 1,871
Non-discretionary accounts: 0
Total accounts: 1,871
AUM per client: $2.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$2.7M
Charitable organizations	Fewer than 5	$0
High net worth individuals	184	$546.8M
Pension and profit sharing plans	Fewer than 5	$436K
Individuals (other than high net worth individuals)	128	$92.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.