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Eric Lewis Schrum

SCHRUM PRIVATE WEALTH MANAGEMENT, LLC·SAINT AUGUSTINE, Florida
SIE, Series 7, Series 63, Series 66CFPClean record9 years registeredSCHRUM PRIVATE WEALTH MANAGEMENT, LLC
3940 LEWIS SPEEDWAY, SAINT AUGUSTINE, FL 32084CRD# 6605854Firm CRD# 312164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Lewis Schrum · SAINT AUGUSTINE, FL
Registration
CRD #6605854 · SCHRUM PRIVATE WEALTH MANAGEMENT, LLC · 9 years registered
Brand Profile
Not yet started
01

Career History

SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
Oct 2021 – present
SPIRE WEALTH MANAGEMENT, LLC
Mar 2017 – Oct 2021
Raleigh, NC
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · March 31, 2017
Years registered · 9
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
CRD 312164 · SEC 801-122172
AUM
$147M
Regulatory assets under management
Employees
3
274 client accounts
Services offered by SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at SCHRUM PRIVATE WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does Eric Lewis Schrum offer?
Eric Lewis Schrum specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT AUGUSTINE, Florida for a consultation.
What are Eric Lewis Schrum's credentials?
Eric Lewis Schrum holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Eric Lewis Schrum located?
Eric Lewis Schrum is based in SAINT AUGUSTINE, Florida, working with SCHRUM PRIVATE WEALTH MANAGEMENT, LLC. Their office serves clients in the SAINT AUGUSTINE metropolitan area and surrounding communities.
How does Eric Lewis Schrum charge for services?
Eric Lewis Schrum's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHRUM PRIVATE WEALTH MANAGEMENT, LLC?
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $147M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SCHRUM PRIVATE WEALTH MANAGEMENT, LLC

Owen L Schrum
SAINT AUGUSTINE, FL

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