RIA Intel›Advisers›South Carolina›SHADOW WEALTH MANAGEMENT, LLC

SHADOW WEALTH MANAGEMENT, LLC

Advisory

SC

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$217K

across 90 accounts

AUM per adviser

$20M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$20M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$20M

Discretionary AUM$20M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients46

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, SC, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

46 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

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PALMETTO FINANCIAL PLANNERS LLC

$20M

FOWLER WEALTH MANAGEMENT, LLC

$21M

C2G CAPITAL MANAGEMENT LLC

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$21M

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