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SCHULER WEALTH PLANNING LLC
CRD 318249
1900 POLARIS PARKWAY, SUITE 450, COLUMBUS, OH, 43240, United States
Phone
614-454-1768
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$43.7M
Discretionary AUM
$43.7M
Team
2 total employees; 2 advisory reps; 70 broker-dealer reps
Clients
101-250
Fees
Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $30.9M |
| High net worth individuals | 5 | $12.8M |
All web addresses on file
Official SEC filing: View on IAPD