S
$56.9M Total AUM
$48.5M Disc. AUM
-- 3Y CAGR
2 Employees
35 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-11-2022
- Office Locations
- 1
Office Locations
-- Sugar Hill GA
About Shadowbrook Private Wealth LLC
Shadowbrook Private Wealth is a fiduciary, fee-only advisory firm focused on Wealth & Legacy Strategy for individuals, families, and corporations, using an institutional, multi-generational planning approach. The firm builds customized, quantitative portfolios across global markets, largely implemented with ETFs, and custodies assets through Charles Schwab & Co.
Team overview
-- AVG AGE
$56.9M AVG AUM / ADVISOR
$1.6M AVG AUM / CLIENT
4.5 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
T
TIBERIU Timotei MARIAN
Chief Compliance Officer, Founder, Portfolio Manager, PRINCIPAL
- CRD
- #6069812
- Ownership
- 75% or more
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,491,378 | -- |
| Non-Discretionary | $8,404,554 | -- |
| Total | $56,895,932 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available U.S. Government/Agency:
Available Public Funds:
Available Private Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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