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Owen L Schrum

SCHRUM PRIVATE WEALTH MANAGEMENT, LLC·SAINT AUGUSTINE, Florida
SIE, Series 7, Series 7TO, Series 31, Series 63, Series 65Clean record32 years registeredSCHRUM PRIVATE WEALTH MANAGEMENT, LLC
3940 LEWIS SPEEDWAY, SAINT AUGUSTINE, FL 32084CRD# 1259777Firm CRD# 312164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Owen L Schrum · SAINT AUGUSTINE, FL
Registration
CRD #1259777 · SCHRUM PRIVATE WEALTH MANAGEMENT, LLC · 32 years registered
Brand Profile
Not yet started
01

Career History

SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
Oct 2021 – present
SPIRE WEALTH MANAGEMENT, LLC
May 2011 – Oct 2021
ST. AUGUSTINE, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Nov 2006 – May 2011
ST. AUGUSTINE, FL
MORGAN STANLEY
Apr 1994 – Nov 2006
ST. AUGUSTINE, FL
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 7TO
Series 31
Series 63
Series 65
Registration record
First registered · April 20, 1994
Years registered · 32
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 Owen L Schrum offer?
Owen L Schrum specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAINT AUGUSTINE, Florida for a consultation.
What are Owen L Schrum's credentials?
Owen L Schrum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Owen L Schrum located?
Owen L 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 Owen L Schrum charge for services?
Owen L 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

Eric Lewis Schrum
SAINT AUGUSTINE, FL
CFP

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