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SHADOWBROOK PRIVATE WEALTH LLC

Advisory

GA

Data as of Jul 29, 2026 · Source: SEC Form ADV

Rank in GA

#574

of 607 advisers by AUM

Average account

$395K

across 144 accounts

AUM per adviser

$57M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 29, 2026.

Total AUM

$57M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$57M

Discretionary AUM$48M

Non-Discretionary AUM$8M

Discretionary %85.2%

Total Clients35

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InGA

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

35 clients

28 high-net-worth

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

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

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WILSON WEALTH STEWARDSHIP, INC.

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