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B.a. Schrock Wealth Management, Inc.

● SEC registered since 2023CRD 304694SEC# 801-127681Wadsworth, OH
Export (members)
Reg. AUM
$200.8M
Employees
6
Accounts
1,149
Location
Wadsworth, OH

B.a. Schrock Wealth Management, Inc. assets under management

B.a. Schrock Wealth Management, Inc. operates as an SEC-registered investment adviser based in Wadsworth, OH. The firm has been registered since 2023. It reports $200.8 million in regulatory assets under management and employs 6 people.
www.facebook.com/baschrockfinancialgroupView on SEC.gov ↗

B.a. Schrock Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Benjamin Arthur Schrock ControlPresident And Chief Compliance OfficerOver 75%2019

Frequently asked questions

How much does B.a. Schrock Wealth Management, Inc. manage?

B.a. Schrock Wealth Management, Inc. reports $200.8 million in regulatory assets under management on its Form ADV.

How many employees does B.a. Schrock Wealth Management, Inc. have?

B.a. Schrock Wealth Management, Inc. reports 6 employees.

Where is B.a. Schrock Wealth Management, Inc. located?

B.a. Schrock Wealth Management, Inc. is based in Wadsworth, OH and has been SEC-registered since 2023.

Does B.a. Schrock Wealth Management, Inc. disclose fund performance?

B.a. Schrock Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address131 College Street, Wadsworth, OH 44281
Phone330-473-1060
Office hours8:30 To 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$200.8M
Non-discretionary$0
Total (RAUM)$200.8M