# Shipwright Advisors

Shipwright Advisors is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://shipwrightadvisors.com

## Regulatory record

- **CRD number:** 329816
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/329816

## About

Shipwright Advisors offers fee-only financial planning and investment management towards a meaningful life. The firm does not sell products or receive commissions, and works as a fiduciary serving only client needs and interests. Their planning work supports values such as time outdoors and making memories with loved ones, through a core ongoing program of comprehensive planning and long-term management.

## People

- Nate Owen — CFP®, Founder

## Questions

### Who is the principal or investment decision-maker behind Shipwright Advisors?

The identity of the principal or any investment committee members has not been disclosed in public records, corporate registries, or professional platforms. The firm operates without named individuals attached to it in any verifiable external source.

### Does Shipwright Advisors make direct investments or fund commitments?

No data is available to confirm whether the firm participates in direct deals, fund-of-funds commitments, co-investments, or SPVs. Its deal history, if any, has not been made public.

### Has Shipwright Advisors ever been mentioned in a regulatory filing or portfolio-company cap table?

No substantiated mention of Shipwright Advisors in an SEC filing, a UK Companies House record, or a disclosed cap table has been identified. The name does not appear in commonly searched corporate registries as of the latest review.

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Last updated: 2026-08-11T15:08:04.536Z

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