SHAKESPEARE WEALTH MANAGEMENT, LLC
CRD #111950 SEC #801-92171 PEWAUKEE, WI 262-814-1600
SEC Registered
Total AUM
$512.5M
Discretionary
$512.5M
Employees
9
Clients
251
Accounts
1,328
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $512.5M | $512.5M | $0 | 9 | 0 |
| Sep 2024 | $440.2M | $440.2M | $0 | 8 | 0 |
| Jun 2024 | $440.2M | $440.2M | $0 | 8 | 0 |
| Mar 2024 | $440.2M | $440.2M | $0 | 8 | 0 |
| Jan 2024 | $365.4M | $365.4M | $0 | 7 | 0 |
| Dec 2023 | $365.4M | $365.4M | $0 | 7 | 0 |
| Oct 2023 | $365.4M | $365.4M | $0 | 7 | 0 |
| Apr 2023 | $365.4M | $365.4M | $0 | 7 | 0 |
| Mar 2023 | $365.4M | $365.4M | $0 | 7 | 0 |
| Jan 2023 | $387.6M | $387.6M | $0 | 8 | 0 |
| Dec 2022 | $387.6M | $387.6M | $0 | 8 | 0 |
| Apr 2022 | $387.6M | $387.6M | $0 | 8 | 0 |
| Mar 2022 | $387.6M | $387.6M | $0 | 8 | 0 |
| Jan 2022 | $301.5M | $301.5M | $0 | 7 | 0 |
| Apr 2021 | $301.5M | $301.5M | $0 | 7 | 0 |
| Mar 2021 | $301.5M | $301.5M | $0 | 7 | 0 |
| Jun 2020 | $274.3M | $274.3M | $0 | 5 | 0 |
| Mar 2020 | $274.3M | $274.3M | $0 | 5 | 0 |
| Nov 2019 | $189.7M | $189.7M | $0 | 3 | 0 |
| May 2019 | $189.7M | $189.7M | $0 | 3 | 0 |
| Mar 2019 | $189.7M | $189.7M | $0 | 3 | 0 |
| Feb 2019 | $183.9M | $183.9M | $0 | 5 | 0 |
| Mar 2018 | $183.9M | $183.9M | $0 | 5 | 0 |
| Sep 2017 | $143.5M | $143.5M | $0 | 4 | 200 |
| Mar 2017 | $143.5M | $143.5M | $0 | 4 | 200 |
| Jul 2016 | $124.9M | $124.9M | $0 | 5 | 125 |
| Feb 2016 | $124.9M | $124.9M | $0 | 5 | 125 |
| May 2015 | $114.3M | $114.3M | $0 | 3 | 125 |
| Apr 2015 | $114.3M | $114.3M | $0 | 3 | 125 |
| Apr 2012 | $56.4M | $56.4M | $0 | 1 | 26 |
| Apr 2012 | $49.9M | $49.9M | $0 | 1 | 26 |
| Apr 2012 | $49.9M | $49.9M | $0 | 1 | 26 |
| Mar 2012 | $49.9M | $49.9M | $0 | 1 | 26 |
| Mar 2011 | $46.6M | $46.6M | $0 | 5 | -- |
| Mar 2011 | $46.6M | $46.6M | $0 | 5 | -- |
| Dec 2010 | $37.4M | $37.4M | $0 | 5 | -- |
| Mar 2009 | $34M | $34M | $0 | 5 | -- |
| Apr 2007 | $30.6M | $30.6M | $0 | 5 | -- |
DateMar 2025
Total AUM$512.5M
Discretionary$512.5M
Non-Disc.$0
Employees9
Clients0
DateSep 2024
Total AUM$440.2M
Discretionary$440.2M
Non-Disc.$0
Employees8
Clients0
DateJun 2024
Total AUM$440.2M
Discretionary$440.2M
Non-Disc.$0
Employees8
Clients0
DateMar 2024
Total AUM$440.2M
Discretionary$440.2M
Non-Disc.$0
Employees8
Clients0
DateJan 2024
Total AUM$365.4M
Discretionary$365.4M
Non-Disc.$0
Employees7
Clients0
DateDec 2023
Total AUM$365.4M
Discretionary$365.4M
Non-Disc.$0
Employees7
Clients0
DateOct 2023
Total AUM$365.4M
Discretionary$365.4M
Non-Disc.$0
Employees7
Clients0
DateApr 2023
Total AUM$365.4M
Discretionary$365.4M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$365.4M
Discretionary$365.4M
Non-Disc.$0
Employees7
Clients0
DateJan 2023
Total AUM$387.6M
Discretionary$387.6M
Non-Disc.$0
Employees8
Clients0
DateDec 2022
Total AUM$387.6M
Discretionary$387.6M
Non-Disc.$0
Employees8
Clients0
DateApr 2022
Total AUM$387.6M
Discretionary$387.6M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$387.6M
Discretionary$387.6M
Non-Disc.$0
Employees8
Clients0
DateJan 2022
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees7
Clients0
DateApr 2021
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees7
Clients0
DateMar 2021
Total AUM$301.5M
Discretionary$301.5M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$274.3M
Discretionary$274.3M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$274.3M
Discretionary$274.3M
Non-Disc.$0
Employees5
Clients0
DateNov 2019
Total AUM$189.7M
Discretionary$189.7M
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$189.7M
Discretionary$189.7M
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$189.7M
Discretionary$189.7M
Non-Disc.$0
Employees3
Clients0
DateFeb 2019
Total AUM$183.9M
Discretionary$183.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$183.9M
Discretionary$183.9M
Non-Disc.$0
Employees5
Clients0
DateSep 2017
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees4
Clients200
DateMar 2017
Total AUM$143.5M
Discretionary$143.5M
Non-Disc.$0
Employees4
Clients200
DateJul 2016
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees5
Clients125
DateFeb 2016
Total AUM$124.9M
Discretionary$124.9M
Non-Disc.$0
Employees5
Clients125
DateMay 2015
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees3
Clients125
DateApr 2015
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees3
Clients125
DateApr 2012
Total AUM$56.4M
Discretionary$56.4M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$49.9M
Discretionary$49.9M
Non-Disc.$0
Employees1
Clients26
DateApr 2012
Total AUM$49.9M
Discretionary$49.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$49.9M
Discretionary$49.9M
Non-Disc.$0
Employees1
Clients26
DateMar 2011
Total AUM$46.6M
Discretionary$46.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$46.6M
Discretionary$46.6M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$37.4M
Discretionary$37.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2009
Total AUM$34M
Discretionary$34M
Non-Disc.$0
Employees5
Clients--
DateApr 2007
Total AUM$30.6M
Discretionary$30.6M
Non-Disc.$0
Employees5
Clients--