Schneider Wealth Management

Overview

Schneider Wealth Management is a Nebraska-registered limited liability company operating as an independent registered investment adviser under individual ownership. The firm focuses on serving individual and family clients, using a mix of percentage-of-AUM and fixed fees. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and selecting outside advisers. Schneider identifies itself as a capital allocator but does not present itself as an active ESG investor and appears to operate primarily within a single state.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices