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Wealthshape LLC

EST. AUM
$109,423,270

CONTACTS

CLIENT ACCOUNTS
379

Firm Details

Metro area Hartford
CRD Number 226733
Website wealthshape.com
Client types

Overview

WealthShape, LLC is a fee-only, independent registered investment adviser headquartered in Connecticut, founded in 2015 and owned by Timothy Baker, CFP®. The firm specializes in evidence-based, factor-driven investment management combined with comprehensive financial planning delivered by Certified Financial Planners. Its investment philosophy is grounded in academic and Nobel Prize-winning financial research, focusing on building diversified portfolios that capture risk premia such as size, value, and momentum rather than relying on market timing or speculation. WealthShape primarily serves individuals, families, and retirement plans through discretionary portfolio management and ongoing advisory relationships, with portfolios typically constructed using ETFs, mutual funds, and other diversified securities.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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