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SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
CRD 147384 · SEC 801-69248
50 SOUTH 6TH STREET, SUITE 1405, MINNEAPOLIS, MN, 55402, United States
Phone
(612) 355 - 4360
Fax
(612) 355 - 4361
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$730.4M
Discretionary AUM
$728.8M
Team
7 total employees; 7 advisory reps; 12 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 303 | $101.6M |
| High net worth individuals | 220 | $625.0M |
| Charitable organizations | 2 | $3.7M |
States served
AZ, CA, CO, IL, MN, OR, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD