Insights

Niche Market Focus Shillin Wealth Management specializes in providing personalized financial planning services to high-net-worth families, business owners, and corporations, presenting an opportunity to tailor premium services for affluent clients seeking bespoke wealth solutions.

Technology-Driven Approach The company's adoption of advanced industry-leading technology to simplify financial planning processes indicates a readiness to invest in innovative solutions, making them a potential client for fintech partnerships or technology service providers.

Growth Potential With annual revenues between 1 million and 10 million and a small team of 2-10 employees, Shillin Wealth Management displays significant growth potential, ideal for targeted outreach with scalable service offerings or strategic partnerships to support expansion.

High Trust Model By emphasizing fiduciary-driven, unbiased advice focused on client integrity and trust, the firm attracts clients prioritizing transparency and ethical standards, opening avenues for partnerships with compliance-focused solutions or trust-building platforms.

Competitive Differentiators Positioned as a boutique alternative to large firms like Charles Schwab or Fidelity, Shillin Wealth Management seeks personalized attention and tailored strategies, suggesting potential collaboration opportunities in personal finance tools or exclusive client engagement services.

Shillin Wealth Management Tech Stack

Media & News

Shillin Wealth Management's Email Address Formats

Shillin Wealth Management uses at least 2 format(s):
Shillin Wealth Management Email FormatsExamplePercentage
FLast@shillinwealthmanagement.comJDoe@shillinwealthmanagement.com
100%

Frequently Asked Questions

What is Shillin Wealth Management's official website and social media links?

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Shillin Wealth Management's official website is shillinwealth.com and has social profiles on LinkedIn.

What is Shillin Wealth Management's NAICS code?

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Shillin Wealth Management's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Shillin Wealth Management have currently?

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As of December 2025, Shillin Wealth Management has approximately 9 employees across 1 continents, including North America. Key team members include Co-Owner: C. S.: M. S.. Explore Shillin Wealth Management's employee directory with LeadIQ.

What industry does Shillin Wealth Management belong to?

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Shillin Wealth Management operates in the Investment Management industry.

What is Shillin Wealth Management's email format?

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Shillin Wealth Management's email format typically follows the pattern of FLast@shillinwealthmanagement.com. Find more Shillin Wealth Management email formats with LeadIQ.

When was Shillin Wealth Management founded?

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Shillin Wealth Management was founded in 2018.

Shillin Wealth Management

Investment ManagementWisconsin, United States2-10 Employees

Shillin Wealth Management was founded with a singular purpose: to make our clients' lives better through financial security. Investing in today’s world can be complicated and confusing. We put focus on what really matters: our clients' life stories, goals and ambitions. We help them craft unique financial plans which allows them to live better and fulfilled lives. This is accomplished by implementing a non-biased, fiduciary based relationship so that our integrity and our clients’ trust is always at the forefront of our work.
Our firm is built for the modern, ever-changing world of investing and wealth management. We leverage industry leading technology in order to take the complexity out of financial planning, so that our clients have a clear path towards reaching their goals with confidence. At Shillin Wealth Management, we provide custom financial planning services for a select number of families, business owners and corporations.

Investment advisory services and securities offered through AGP/Alliance Global Partners member FINRA/SIPC.

Website: https://www.shillinwealthmanagement
Facebook: https://www.facebook.com/shillinwealthmanagement
Twitter: https://twitter.com/ShillinWealth
YouTube: https://www.youtube.com/channel/UCTbiukabG0FNSPM8jlFWWSw
SoundCloud: https://soundcloud.com/shillinwealthmanagement

Section iconCompany Overview

NAICS Code
5239 - Other Financial Investment Activities
Founded
2018
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    Shillin Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    Shillin Wealth Management's revenue is estimated to be in the range of $1M$10M

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