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Schneider Downs Wealth Management Advisors, LP

● SEC registered since 2003CRD 128591SEC# 801-62441Pittsburgh, PA
Export (members)
Reg. AUM
$2.91B
Employees
27
Accounts
2,015
Location
Pittsburgh, PA

Schneider Downs Wealth Management Advisors, LP assets under management

Schneider Downs Wealth Management Advisors, LP is a registered investment adviser overseen by the SEC based in Pittsburgh, PA. The firm has been registered since 2003. It reports $2.9 billion in regulatory assets under management and employs 27 people.

Schneider Downs Wealth Management Advisors, LP owners & executives

7 reported
NameTitleOwnershipSince
Christopher J. PascuzziChief Financial OfficerUnder 5%2019
Derek Joseph Eichelberger ControlChief Executive OfficerUnder 5%2023
Michael Arthur DivensChief Compliance OfficerUnder 5%2025
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Frequently asked questions

How much does Schneider Downs Wealth Management Advisors, LP manage?

Schneider Downs Wealth Management Advisors, LP reports $2.9 billion in regulatory assets under management on its Form ADV.

How many employees does Schneider Downs Wealth Management Advisors, LP have?

Schneider Downs Wealth Management Advisors, LP reports 27 employees.

Where is Schneider Downs Wealth Management Advisors, LP located?

Schneider Downs Wealth Management Advisors, LP is based in Pittsburgh, PA and has been SEC-registered since 2003.

Does Schneider Downs Wealth Management Advisors, LP disclose fund performance?

Schneider Downs Wealth Management Advisors, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOne Ppg Place, Suite 1700, Pittsburgh, PA 15222
Phone412-697-5200
Fax412-261-4876
Office hours8a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
CIK1665359
Discloses disciplinary historyYes

Assets under management

Discretionary$1.87B
Non-discretionary$1.04B
Total (RAUM)$2.91B