Key facts
- Notable investors include Commonwealth Financial Network.
- Status: Privately Held (backing).
Investors
1- ·The complete investor list — 1 names
- ·Watchlist + deal alerts for Schneider Wealth Strategies
- ·The full record, as it builds
Funding rounds
No funding rounds for Schneider Wealth Strategies are on record yet — either the company hasn't raised institutional capital, or the raise hasn't surfaced in our sources.
About Schneider Wealth Strategies
Provider of investment management services intended to serve business owners, professionals, and high-net-worth individuals. The company offers financial and retirement planning, employee benefits, insurance, education funding, tax reduction strategies, and estate planning strategies, enabling an integrated and holistic approach to financial planning.
- Sector
- Financial Services
- HQ
- New York, NY, United States
- Founded
- 1989
- Ownership
- Privately Held (backing)
Schneider Wealth Strategies doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Schneider Wealth Strategies shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Schneider Wealth Strategies in its N-PORT filings yet. We sweep new filings monthly.