Schlegel Dunn LLC
Schlegel Dunn LLC is an SEC-registered wealth manager in Plano, TX with $279.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Schlegel Dunn LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 337990, SEC 801-134319, data through 2026-01-27.
- AUM (assets under management / regulatory AUM)
- $279.1M (2026-01-27)
- Firm type
- Wealth Manager
- Location
- Plano, TX
- Employees
- 4
- Clients
- 154
- CRD
- 337990
- Ownership
- SCHLEGEL, SCOTT, JEFFREY; SCHLEGEL, STEVEN, TODD; DUNN, BRENT, JEROME
How much AUM does Schlegel Dunn LLC have?
Schlegel Dunn LLC reported $279.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-27).
Who owns Schlegel Dunn LLC?
Disclosed owners and executives of Schlegel Dunn LLC include SCHLEGEL, SCOTT, JEFFREY, SCHLEGEL, STEVEN, TODD, DUNN, BRENT, JEROME. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.