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SCHWALLIER WEALTH MANAGEMENT
FEE-ONLY FIDUCIARY ADVISORS LLC
CRD 143329 · SEC 801-122547
535 CASCADE WEST PARKWAY SE, GRAND RAPIDS, MI, 49546, United States
Phone
616-855-2051
Fax
616-855-2242
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$197.0M
Discretionary AUM
$197.0M
Team
3 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 236 | $87.6M |
| High net worth individuals | 54 | $102.3M |
| Charitable organizations | 2 | $7.1M |
States served
IL, IN, MI, NE
All web addresses on file
Official SEC filing: View on IAPD