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Building 2SCHNEIDER WEALTH MANAGEMENT

Map pin
Phone888-444-9981
NotebookSEC #801-129665
Total AUM
$149.8M
Employees
1
Clients
37

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00 A.M. - 4:00 P.M.
BY APPOINTMENT
Phone
888-444-9981

ReceiptFinancials

Total AUM
$149.8M
Accounts
205
Discretionary
$149.8M
Accounts
205
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
5
AUM
$648.8K
HNW Individual Clients
32
AUM
$149.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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