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SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
CRD 128591 · SEC 801-62441
ONE PPG PLACE, SUITE 1700, PITTSBURGH, PA, 15222, United States
Phone
412-697-5200
Fax
412-261-4876
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.31B
Discretionary AUM
$2.10B
Team
28 total employees; 22 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Partnership
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 569 | $640.1M |
| High net worth individuals | 94 | $1.24B |
| Pension/profit sharing plans | 108 | $1.27B |
| Charitable organizations | 5 | $63.2M |
| State/municipal entities | 2 | $31.6M |
| Corporations/business entities | 8 | $57.3M |
States served
AL, CA, CO, LA, MD, MI, NY, NC, OH, PA, VA, WV, TX, FL
All web addresses on file
Official SEC filing: View on IAPD