Schwarz Dygos Wheeler Investment Advisors LLC
Schwarz Dygos Wheeler Investment Advisors LLC is an SEC-registered wealth manager in Minneapolis, MN with $730.4M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Schwarz Dygos Wheeler Investment Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147384, SEC 801-69248, data through 2026-03-18.
- AUM (assets under management / regulatory AUM)
- $730.4M (2026-03-18)
- Firm type
- Wealth Manager
- Location
- Minneapolis, MN
- Employees
- 7
- Clients
- 525
- CRD
- 147384
- Ownership
- DYGOS, STEPHEN, JOHN; SCHWARZ, JOSEPH, WILLIAM; WHEELER, BENJAMIN, JACKSON; DYGOS, STEPHEN, J; JABRAYAN, ARA, WAROUJAN
How much AUM does Schwarz Dygos Wheeler Investment Advisors LLC have?
Schwarz Dygos Wheeler Investment Advisors LLC reported $730.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-18).
Who owns Schwarz Dygos Wheeler Investment Advisors LLC?
Disclosed owners and executives of Schwarz Dygos Wheeler Investment Advisors LLC include DYGOS, STEPHEN, JOHN, SCHWARZ, JOSEPH, WILLIAM, WHEELER, BENJAMIN, JACKSON, DYGOS, STEPHEN, J, JABRAYAN, ARA, WAROUJAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.