Overview
Assets Under Management: $644 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 199
Average Client Assets: $3 million
Frequently Asked Questions
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS 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 #147384), SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC is headquartered in MINNEAPOLIS, MN.
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC serves 199 high-net-worth clients according to their SEC filing dated April 17, 2025. View client details ↓
According to their SEC Form ADV, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC manages $644 million in client assets according to their SEC filing dated April 17, 2025.
According to their SEC Form ADV, SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS 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: 199
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.59
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,978
Discretionary Accounts: 1,976
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 147384
Filing ID: 1980707
Last Filing Date: 2025-04-17 15:44:00
Website: https://sdwia.com