Scholtz & Company, LLC
Scholtz & Company, LLC is an SEC-registered wealth manager in Stamford, CT with $340.5M assets under management (AUM, regulatory AUM), +9% over one year. See who owns Scholtz & Company, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 107363, SEC 801-77840, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $340.5M (2026-03-16)
- Firm type
- Wealth Manager
- Location
- Stamford, CT
- Employees
- 7
- Clients
- 206
- CRD
- 107363
- Ownership
- MILLER, PHILIP, JOHN; SCHOLTZ, ANDREW; GILDEA, PATRICIA, M; SCHOLTZ CAPITAL MANAGEMENT; SPELIOS, LISA
How much AUM does Scholtz & Company, LLC have?
Scholtz & Company, LLC reported $340.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Scholtz & Company, LLC?
Disclosed owners and executives of Scholtz & Company, LLC include MILLER, PHILIP, JOHN, SCHOLTZ, ANDREW, GILDEA, PATRICIA, M, SCHOLTZ CAPITAL MANAGEMENT, SPELIOS, LISA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.