Schneider Wealth Management
Schneider Wealth Management is an SEC-registered wealth manager with $149.8M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Schneider Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 144166, SEC 801-129665, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $149.8M (2026-03-20)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 37
- CRD
- 144166
- Ownership
- SCHNEIDER, MEREDITH, HALL
How much AUM does Schneider Wealth Management have?
Schneider Wealth Management reported $149.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Schneider Wealth Management?
Disclosed owners and executives of Schneider Wealth Management include SCHNEIDER, MEREDITH, HALL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.