Shadow Wealth Management, LLC

Overview

Shadow Wealth Management, LLC is a small, independent registered investment adviser run as an individually owned LLC that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm charges clients a percentage of assets under management and shows a clear tilt toward publicly traded equities as its primary allocation. It does not position itself as an ESG-focused manager and operates on a single-state, single-office basis. Service scope centers on tailored planning and ongoing portfolio oversight rather than institutional or pension consulting. Investment activity is equity-driven: the majority of client capital sits in exchange-traded equities and ETFs, with the firm supplementing core equity exposure through mutual funds and annuities where appropriate. For clients who need diversification away from public equities, Shadow Wealth Management deploys allocations to third-party alternative managers—specifically hedge funds, private placements and real estate investments—typically used as complementary sleeves to a core stock-and-ETF strategy.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices