Schneider Wealth Management
Firm details
- Headquarters
- ,
- CRD number
- 144166
- Registered since
- March 12, 2024
- Website
- www.schneiderwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI99.57%
- Individuals0.43%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Schneider Wealth Management is an independent, sole-proprietorship RIA that registered with the SEC in 2024 and operates as an individual-owned advisory business. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and selecting third‑party advisers. Fee arrangements include both asset-based fees and fixed-fee engagements. Schneider identifies as a capital allocator and does not emphasize ESG investing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities11%
- Cash & Cash Equivalents4%
Contacts
1 of 1Meredith Schneider
PrincipalCRD 3082569
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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