Shadowbrook Private Wealth LLC
RIASEC Registered
Total AUM
$56.9M
Discretionary
$48.5M
85% of AUM
Avg account
$395K
Accounts
144
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 317772
- Website
- www.shadowbrookwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI94.97%
- Individuals5.03%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Shadowbrook Private Wealth LLC is an independent, individually owned registered investment advisor organized as an LLC that focuses on serving individual and family clients. The firm bills clients on a percentage-of-assets basis and concentrates its advisory work on financial planning and portfolio management for individuals and small businesses. It does not market itself as an ESG investor and is not identified as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities78%
- US Government Bonds13%
- Public Funds/Mutual Funds6%
- Private Funds2%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Tiberiu Marian
Founder & Portfolio ManagerCRD 6069812
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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