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Adam David Schwallier

President/Chief Compliance Officer/Managing MemberSchwallier Wealth Management, LLCCRD 4431899

About Adam David Schwallier

Adam David Schwallier is listed as President/Chief Compliance Officer/Managing Member at Schwallier Wealth Management, LLC in Grand Rapids, MI. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Schwallier Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Adam David Schwallier work?

Adam David Schwallier is listed as President/Chief Compliance Officer/Managing Member at Schwallier Wealth Management, LLC on SEC Form ADV.

How much of Schwallier Wealth Management, LLC does Adam David Schwallier own?

Form ADV reports a beneficial ownership band of Over 75%.

Schwallier Wealth Management, LLC

TitlePresident/Chief Compliance Officer/Managing Member
OwnershipOver 75%
Control personYes
Since2007
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