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SCHNEIDER WEALTH MANAGEMENT
SCHNEIDER, MEREDITH HALL
CRD 144166 · SEC 801-129665
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
CA, United States
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$149.8M
Discretionary AUM
$149.8M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Sole Proprietorship
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5 | $649K |
| High net worth individuals | 32 | $149.2M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD