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
100 Old Cherokee Road, Suite F, Lexington, SC 29072
https://shadowwealth.com/
By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

FL, SC, TX

Financial Advisors at Shadow Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Fields, financial advisor Lexington SC
William H. Fields
CRD#: 1966739
100 Old Cherokee Road, Suite F, Lexington, SC 29072

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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