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Shadow Wealth Management, LLC

EST. AUM
$19,571,512

CONTACTS

CLIENT ACCOUNTS
90

Firm Details

Metro area Columbia, SC
CRD Number 297588
Website shadowwealth.com
Client types

Overview

Shadow Wealth Management, LLC is an independent, fee-only Registered Investment Adviser that provides discretionary investment management and comprehensive financial planning services to individuals and high-net-worth clients. The firm follows a fiduciary advisory model, charging fees based on assets under management while developing customized investment portfolios and long-term financial strategies tailored to each client's goals.

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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