A complete list of active advisors currently associated with Shadowbrook Private Wealth LLC
Warmer can help you find a great advisor at Shadowbrook Private Wealth LLC or one who fits your needs even better.
Shadowbrook Private Wealth LLC provides discretionary investment management and comprehensive wealth planning to individuals, high‑net‑worth clients, trusts and estates. Its services include portfolio construction and ongoing monitoring, financial planning, and advice on retirement account decisions. The firm typically builds customized, primarily long‑term portfolios using ETFs, mutual funds and individual securities, and may incorporate bonds, options, private investments and cryptocurrency holdings when appropriate. Shadowbrook operates with discretionary authority, continuous personal contact, and periodic reviews to align allocations with each client’s goals, risk tolerance and tax considerations. As a small, recently established advisory practice managing roughly $57 million across a compact client base, Shadowbrook presents a higher advisor‑to‑client ratio than many peers. The firm’s principal holds CFP and CIMA credentials plus an MBA and has prior industry experience at large firms, and the advisor participates on an institutional custodian platform that provides technology and support.
To learn more about the advisors currently working at Shadowbrook Private Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Sugar Hill, GA
| 13
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")