RIA Intel›Advisers›Michigan›SCHWALLIER WEALTH MANAGEMENT, LLC

SCHWALLIER WEALTH MANAGEMENT, LLC

Advisory

N·GRAND RAPIDS, MI

Data as of Mar 17, 2026 · Source: SEC Form ADV

Total AUM
$197M
1-Year AUM Growth
+7.5%
3-Year CAGR
+3.7%
Employees
3
Assets Under Management
Total AUM$197M
Discretionary AUM$197M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients284
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)+50.0%
Filing History
Total Filings on Record26
First FilingJun 4, 2007
Latest FilingMar 17, 2026
🔒 Full AUM trend chart and 26 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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