Shearwater Capital
Shearwater Capital is an SEC-registered wealth manager in Denver, CO with $427.3M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Shearwater Capital: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 115399, SEC 801-77787, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $427.3M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Denver, CO
- Employees
- 4
- Clients
- 180
- CRD
- 115399
- Ownership
- HUANG, MICHAEL, WEI; MEESE, JARED, ANDREW; BROWN, JEFFREY, JERRAM; MALDEN, ERIC, STUART
How much AUM does Shearwater Capital have?
Shearwater Capital reported $427.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Shearwater Capital?
Disclosed owners and executives of Shearwater Capital include HUANG, MICHAEL, WEI, MEESE, JARED, ANDREW, BROWN, JEFFREY, JERRAM, MALDEN, ERIC, STUART. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.