Key facts
- SCHWALLIER WEALTH MANAGEMENT is a other based in GRAND RAPIDS, MI.
- SCHWALLIER WEALTH MANAGEMENT reports $2.0M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 143329- Regulatory AUM
- $2.0M
- Private fund assets
- —
- Private funds
- —
- Staff
- 3
- Registered office
- GRAND RAPIDS, MI
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as FEE-ONLY FIDUCIARY ADVISORS LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for SCHWALLIER WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is SCHWALLIER WEALTH MANAGEMENT's AUM?
- SCHWALLIER WEALTH MANAGEMENT manages approximately $2.0M in assets.