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SCHIFF WEALTH ADVISORS, LLC
CRD 146375
100 WEST ROAD, SUITE 410, BALTIMORE, MD, 21204, United States
Phone
410-321-7706
Fax
410-321-7006
Registration
— (—)
Source
State registered
Total AUM
$40.4M
Discretionary AUM
$40.4M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 56 | $27.3M |
| High net worth individuals | 5 | $13.1M |
All web addresses on file
Official SEC filing: View on IAPD