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WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC
CRD 143049 · SEC 801-134243
708 SUPERIOR STREET, SANDPOINT, ID, 83864, United States
Phone
208-265-5959
Fax
208-265-9415
Registration
— (—)
Source
State registered
Total AUM
$120.7M
Discretionary AUM
$120.7M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-12
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 57 | $16.2M |
| High net worth individuals | 35 | $89.8M |
| Pension/profit sharing plans | 3 | $5.5M |
| Charitable organizations | 3 | $2.9M |
| Corporations/business entities | 6 | $6.2M |
All web addresses on file
Official SEC filing: View on IAPD