Overview
Assets Under Management: $147 million
Headquarters: SAINT AUGUSTINE, FL
High-Net-Worth Clients: 24
Average Client Assets: $4 million
Frequently Asked Questions
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #312164), SCHRUM PRIVATE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC is headquartered in SAINT AUGUSTINE, FL.
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC serves 24 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, SCHRUM PRIVATE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SCHRUM PRIVATE WEALTH MANAGEMENT, LLC manages $147 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, SCHRUM PRIVATE WEALTH MANAGEMENT, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.66
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 274
Discretionary Accounts: 274
Regulatory Filings
CRD Number: 312164
Last Filing Date: 2024-03-28 00:00:00
Website: https://schrumpw.com