| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam David Schwallier Control | President/Chief Compliance Officer/Managing Member | Over 75% | 2007 |
Schwallier Wealth Management, LLC reports $171.3 million in regulatory assets under management on its Form ADV.
Schwallier Wealth Management, LLC reports 4 employees.
Schwallier Wealth Management, LLC is based in Grand Rapids, MI and has been SEC-registered since 2021.
Schwallier Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 607 Cascade West Parkway SE, Grand Rapids, MI 49546 |
| Phone | 616-855-2051 |
| Fax | 616-855-2242 |
| Office hours | 9:00-5:00M-F |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $160.8M |
| Non-discretionary | $10.4M |
| Total (RAUM) | $171.3M |