SHAKESPEARE WEALTH MANAGEMENT, LLC

CRD

111950

SEC file #

801-92171

EIN

391944977

DBA names

—

Economics

AUM

$641.9M

AUM band

$500M-$1B

AUM trajectory

'20 · $189.7M

'21 · $274.3M

'22 · $301.5M

'23 · $387.6M

'25 · $512.5M

'26 · $641.9M

'20'26

$189.7M → $641.9M▲ +238%

sec adv history

Client mix

Individuals High Net Worth	184
Individuals Other	128

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'20 · 1 advisors

'21 · 3 advisors

'22 · 5 advisors

'23 · 5 advisors

'25 · 4 advisors

'26 · 6 advisors

'20'26

1 advisors → 6 advisors▲ +500%

sec adv history

Primary office

PEWAUKEE WI

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers

Fee basis

% of AUM

Filings

Latest ADV filing

04/23/2026

shakespeareinvestments.com

ADV-W filed at

—

Website

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

SHAKESPEARE HOLDINGS, INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

SHAKESPEARE HOLDINGS, INC.

BULEN, ANDREA, MARGARET-SWANSBY

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

SHAKESPEAREINVESTMENTS.COM

Rdap Domain Creation Date

2002-10-07T17:02:51Z

Rdap Firm Age Years

Rdap Firm Age Band

20+y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

42,424

Form 5500 Compensation Trajectory 3y

2025

42,424

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

42,424

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001658509

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2018-08-14

Edgar Last Filing Date

2026-04-30

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-04-30

Accession0001104659-26-052530

Edgar Former Names

SHAKESPEARE WEALTH MANAGEMENT, INC.

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.384

Soi Zip Pct 200k Plus

0.17

Soi Zip Returns 200k Plus

2,440

Soi Zip Total AGI

2,088,132

Fdic Zip Total Deposits

17,767,902,000

Fdic Zip Branch Count

350

Fdic Zip Top Banks

Wells Fargo Bank, National Association

Associated Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

N22 W27847 EDGEWATER DR.SUITE 101PEWAUKEE, WI 53072

Business

N22 W27847 EDGEWATER DR.SUITE 101PEWAUKEE, WI 53072

Edgar EIN

391944977

Edgar Recent Filings

13F-HR2026-04-30 · 0001104659-26-052530

13F-HR2026-02-06 · 0001104659-26-011375

Fdic Zip Branches Raw

M&I Marshall and Ilsley BankDelafield Township, WI

Central BankPewaukee, WI

Fdic Zip HHI

687.19

Fdic Zip Top Bank Share Pct

14.72

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2026-10-07T17:02:51Z

Rdap Domain Last Changed

2025-10-08T18:21:52Z

Rdap Nameservers

Ns11.domaincontrol.comNs12.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	33,516
Returns	2,970

Stub 2

AGI	88,670
Returns	2,340

Stub 3

AGI	128,694
Returns	2,080

Soi Zip Total Business Income

59,955

Soi Zip Total Cap Gains

153,471

Soi Zip Total Dividends

64,850

Soi Zip Total Returns

14,350

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