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SCHWALLIER WEALTH MANAGEMENT, LLC
SCHWALLIER WEALTH MANAGEMENT, LLC
SCHWALLIER WEALTH MANAGEMENT
GRAND RAPIDS, Michigan
·
1 registered advisor
·
CRD# 143329
SEC# 801-122547
0
616-855-2051
01
Firm Overview
AUM
$144M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at SCHWALLIER WEALTH MANAGEMENT, LLC
1 registered advisor
Adam David Schwallier
GRAND RAPIDS, Michigan
CRD# 4431899
05
Office Locations
GRAND RAPIDS, Michigan
1 advisor
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Data sourced from SEC Form ADV filings. SCHWALLIER WEALTH MANAGEMENT, LLC (CRD# 143329) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.