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Adam David Schwallier

SCHWALLIER WEALTH MANAGEMENT, LLC·GRAND RAPIDS, Michigan
Clean recordSCHWALLIER WEALTH MANAGEMENT, LLC
607 CASCADE WEST PARKWAY SE, GRAND RAPIDS, MI 49546CRD# 4431899Firm CRD# 143329

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam David Schwallier · GRAND RAPIDS, MI
Registration
CRD #4431899 · SCHWALLIER WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Adam David Schwallier is a registered financial advisor based in GRAND RAPIDS, Michigan, affiliated with SCHWALLIER WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
SCHWALLIER WEALTH MANAGEMENT, LLC
SCHWALLIER WEALTH MANAGEMENT
AUM
$144M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at SCHWALLIER WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4431899
Firm CRD# 143329
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Adam David Schwallier offer?
Adam David Schwallier specializes in Financial Planning, Investment Management. Contact their office in GRAND RAPIDS, Michigan for a consultation.
What are Adam David Schwallier's credentials?
Adam David Schwallier is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam David Schwallier located?
Adam David Schwallier is based in GRAND RAPIDS, Michigan, working with SCHWALLIER WEALTH MANAGEMENT, LLC. Their office serves clients in the GRAND RAPIDS metropolitan area and surrounding communities.
How does Adam David Schwallier charge for services?
Adam David Schwallier's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SCHWALLIER WEALTH MANAGEMENT, LLC?
SCHWALLIER WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $144M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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