B.a. Schrock Wealth Management
B.a. Schrock Wealth Management is an SEC-registered mass-market adviser in Wadsworth, OH with $281.6M assets under management (AUM, regulatory AUM), +40% over one year. See who owns B.a. Schrock Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304694, SEC 801-127681, data through 2026-03-11.
- AUM (assets under management / regulatory AUM)
- $281.6M (2026-03-11)
- Firm type
- Mass-Market Adviser
- Location
- Wadsworth, OH
- Employees
- 6
- Clients
- 706
- CRD
- 304694
- Ownership
- SCHROCK, BENJAMIN, ARTHUR
How much AUM does B.a. Schrock Wealth Management have?
B.a. Schrock Wealth Management reported $281.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-11).
Who owns B.a. Schrock Wealth Management?
Disclosed owners and executives of B.a. Schrock Wealth Management include SCHROCK, BENJAMIN, ARTHUR. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.