Overview
Assets Under Management: $121 million
Headquarters: SANDPOINT, ID
High-Net-Worth Clients: 35
Average Client Assets: $2.6 million
Frequently Asked Questions
WILLIAMS AND SCHILLER 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 #143049), WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC is headquartered in SANDPOINT, ID.
WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC serves 35 high-net-worth clients according to their SEC filing dated March 12, 2026. View client details ↓
According to their SEC Form ADV, WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC manages $121 million in client assets according to their SEC filing dated March 12, 2026.
According to their SEC Form ADV, WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.45%
Average Client Assets: $2.6 million
Total Client Accounts: 271
Discretionary Accounts: 271
Regulatory Filings
CRD Number: 143049
Filing ID: 2055202
Last Filing Date: 2026-03-12 07:34:58