SCHWALLIER WEALTH MANAGEMENT

Overview

Schwallier Wealth Management is an independent, individual-owned registered investment advisor that acts as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of outside advisers. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Schwallier does not position itself as an ESG-focused manager. The adviser registers with the SEC and operates as a limited liability company. It delegates to third-party managers when appropriate and appears to favor public funds as primary vehicles for client exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives