Schwallier Wealth Management

RIASEC Registered
Total AUM
$197M
Discretionary
$197M
100% of AUM
Avg account
$223K
Accounts
885
Employees
3
Advisory reps
4

Firm details

Headquarters
Grand Rapids, Michigan
CRD number
143329
Registered since
October 21, 2021
Website
www.swmadvisor.com
Custodians
FIDELITY DISTRIBUTORS COMPANY LLC, LPL FINANCIAL LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI51.92%
  • Individuals44.45%
  • Charitable Organizations3.62%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Schwallier Wealth Management is an independent registered investment adviser organized as an LLC and owned by an individual. The firm is SEC registered (registered in 2021) and positions itself as a capital allocator for both individual/family and institutional clients. Its core services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements include a combination of percentage-of-AUM fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 5%, Cash & Cash Equivalents 2%, Other 1%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities5%
  • Cash & Cash Equivalents2%
  • Other1%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 68

Active vs passive

$201M in ETFs

Passive

45%

$90.9M

Active

27%

$110M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD MORNINGSTAR VALUE INDEX FUND (VTV)VanguardPassiveLarge Value$15.4M71,2297.67%
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Location

Primary office

Grand Rapids, MI

Kent

Location

Grand Rapids, MI

Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.

Metro area
Grand Rapids-Kentwood-Muskegon, MI
Region
Midwest
County
Kent
Address
535 Cascade West Pkwy Se
Time zone
ET (UTC-5)
Office locations

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