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Schrum Private Wealth Management, LLC

● SEC registered since 2021CRD 312164SEC# 801-122172Saint Augustine, FL
Export (members)
Reg. AUM
$166.4M
Employees
3
Accounts
309
Location
Saint Augustine, FL

Schrum Private Wealth Management, LLC assets under management

Schrum Private Wealth Management, LLC is an SEC-registered investment adviser based in Saint Augustine, FL. The firm has been registered since 2021. It reports $166.4 million in regulatory assets under management and employs 3 people.
www.schrumpw.comView on SEC.gov ↗

Schrum Private Wealth Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
Eric Lewis Schrum ControlPresident And Cco50-75%2025
Owen L Schrum ControlChief Investment Officer25-50%2025

Frequently asked questions

How much does Schrum Private Wealth Management, LLC manage?

Schrum Private Wealth Management, LLC reports $166.4 million in regulatory assets under management on its Form ADV.

How many employees does Schrum Private Wealth Management, LLC have?

Schrum Private Wealth Management, LLC reports 3 employees.

Where is Schrum Private Wealth Management, LLC located?

Schrum Private Wealth Management, LLC is based in Saint Augustine, FL and has been SEC-registered since 2021.

Does Schrum Private Wealth Management, LLC disclose fund performance?

Schrum Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3940 Lewis Speedway, Suite 2201, Saint Augustine, FL 32084
Phone904-825-0422
Fax888-549-0153
Office hours9 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
CIK1914987
Discloses disciplinary historyNo

Assets under management

Discretionary$166.2M
Non-discretionary$196K
Total (RAUM)$166.4M