Shadow Wealth Management, LLC
Shadow Wealth Management, LLC (CRD# 297588) is a financial advisory firm headquartered in Lexington, SC. They manage $10,351,131 in 72 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Shadow Wealth Management, LLC
By the Numbers
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Total Assets Under Management10MILLION
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Total Number of Accounts72ACCOUNTS
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Average Account Value$143,766
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, SC, TX
Financial Advisors at Shadow Wealth Management, LLC
1
William Fields (CRD# 1966739) is an Investment Advisor Representative working at Shadow Wealth Management, LLC in Lexington, SC and has over 34 years of experience in the finance industry.
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