Schwallier Wealth Management
Schwallier Wealth Management is an SEC-registered mass-market adviser in Grand Rapids, MI with $197.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Schwallier Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 143329, SEC 801-122547, data through 2026-06-08.
- AUM (assets under management / regulatory AUM)
- $197.0M (2026-06-08)
- Firm type
- Mass-Market Adviser
- Location
- Grand Rapids, MI
- Employees
- 3
- Clients
- 292
- CRD
- 143329
- Ownership
- SCHWALLIER, ADAM, DAVID
How much AUM does Schwallier Wealth Management have?
Schwallier Wealth Management reported $197.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-08).
Who owns Schwallier Wealth Management?
Disclosed owners and executives of Schwallier Wealth Management include SCHWALLIER, ADAM, DAVID. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.