Shadowbrook Private Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Shadowbrook Private Wealth provides wealth management and investment advisory services to individuals, high‑net‑worth clients, trusts, and estates, combining discretionary portfolio management with comprehensive financial planning. The firm constructs customized portfolios using ETFs, mutual funds, individual stocks and bonds, and may incorporate options, private investments and other alternatives while also advising on held‑away accounts such as retirement, education, and cryptocurrency accounts.
The firm’s investment process emphasizes a tailored, long‑term focus informed by both fundamental and technical analysis and an internal due‑diligence process. Shadowbrook uses third‑party artificial‑intelligence tools as decision‑support for research, portfolio analysis, and risk monitoring, with all recommendations subject to human review and approval.
Noteworthy aspects include the explicit, documented use of AI tools and the ability to advise on cryptocurrency and alternative investments, which are not universal among peer independent advisors. The practice manages roughly $56.9 million for about 35 clients, indicating a concentrated client base with relatively high assets per client, and its principal holds CFP and CIMA certifications plus an MBA from Yale; the firm also maintains an institutional relationship with Schwab that provides technology and support services.
Client services
Expertise
Fee options
$0 - $999,999: 1.45% $1,000,000 - $2,499,999: 1.20% $2,500,000 - $4,999,999: 1.10% $5,000,000 - $7,999,999: 1.00% $8,000,000 - $9,999,999: 0.85% $10,000,000+: 0.70%
Account minimum: $500,000 Fee-only: Wealth management fees based on a tiered percentage of assets under management ranging from 0.70% to 1.45% annually. No commissions charged.
Main office
Sugar Hill GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Shadowbrook Private Wealth · Shadowbrook Private Wealth LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
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Real estate agent
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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