| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Jackson Wheeler Control | Managing Member/Chief Compliance Officer | 25-50% | 2008 |
| Joseph William Schwarz Control | Managing Member | 25-50% | 2008 |
| Stephen John Dygos Control | Managing Member | 25-50% | 2008 |
Schwarz Dygos Wheeler Investment Advisors LLC reports $644.4 million in regulatory assets under management on its Form ADV.
Schwarz Dygos Wheeler Investment Advisors LLC reports 7 employees.
Schwarz Dygos Wheeler Investment Advisors LLC is based in Minneapolis, MN and has been SEC-registered since 2008.
Schwarz Dygos Wheeler Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 50 South 6th Street, Suite 1405, Minneapolis, MN 55402 |
| Phone | (612) 355 - 4360 |
| Fax | (612) 355 - 4361 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1794153 |
| Discloses disciplinary history | No |
| Discretionary | $643M |
| Non-discretionary | $1.4M |
| Total (RAUM) | $644.4M |