Schlindwein Associates LLC
Schlindwein Associates LLC is an SEC-registered wealth manager in Dallas, TX with $167.1M assets under management (AUM, regulatory AUM), -15% over one year. See who owns Schlindwein Associates LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 109132, SEC 801-57433, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $167.1M (2026-06-18)
- Firm type
- Wealth Manager
- Location
- Dallas, TX
- Employees
- 3
- Clients
- 122
- CRD
- 109132
- Ownership
- SCHLINDWEIN, TIMOTHY, ALLEN; JILL E. SCHLINDWEIN TRUST DATED MARCH 9, 2005; SCHLINDWEIN, WINIFRED, JILL; SCHLINDWEIN, JILL, ELIZABETH; TIMOTHY A. SCHLINDWEIN TRUST DATED MARCH 9, 2005
How much AUM does Schlindwein Associates LLC have?
Schlindwein Associates LLC reported $167.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Schlindwein Associates LLC?
Disclosed owners and executives of Schlindwein Associates LLC include SCHLINDWEIN, TIMOTHY, ALLEN, JILL E. SCHLINDWEIN TRUST DATED MARCH 9, 2005, SCHLINDWEIN, WINIFRED, JILL, SCHLINDWEIN, JILL, ELIZABETH, TIMOTHY A. SCHLINDWEIN TRUST DATED MARCH 9, 2005. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.