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Building 2WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

Map pinSANDPOINT, ID
Phone208-265-5959
NotebookSEC #801-134243
Total AUM
$120.7M
Employees
2
Clients
104

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
708 SUPERIOR STREET
SANDPOINT
ID 83864
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
208-265-5959
Other Offices
2

ReceiptFinancials

Total AUM
$120.7M
Accounts
271
Discretionary
$120.7M
Accounts
271
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
57
AUM
$16.2M
HNW Individual Clients
35
AUM
$89.8M
Pension/Profit Sharing Plan Clients
3
AUM
$5.5M
Charitable Organization Clients
3
AUM
$2.9M
Corporation or Business Clients
6
AUM
$6.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
IDMNMTND

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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