Schrum Private Wealth Management, LLC
Schrum Private Wealth Management, LLC is an SEC-registered wealth manager in Saint Augustine, FL with $185.9M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Schrum Private Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312164, SEC 801-122172, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $185.9M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Saint Augustine, FL
- Employees
- 3
- Clients
- 173
- CRD
- 312164
- Ownership
- Schrum, Meredith, Lee; SCHRUM, ERIC, LEWIS; MALIK, FEISAL, AHMED KHAN; SUMNER, KRIS, LEE; SCHRUM, OWEN, L
How much AUM does Schrum Private Wealth Management, LLC have?
Schrum Private Wealth Management, LLC reported $185.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Schrum Private Wealth Management, LLC?
Disclosed owners and executives of Schrum Private Wealth Management, LLC include Schrum, Meredith, Lee, SCHRUM, ERIC, LEWIS, MALIK, FEISAL, AHMED KHAN, SUMNER, KRIS, LEE, SCHRUM, OWEN, L. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.