RIA Intel›Advisers›Pennsylvania›SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Advisory

N·PITTSBURGH, PA

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM

$3.3B

1-Year AUM Growth

+20.2%

3-Year CAGR

+6.4%

Employees

22

Assets Under Management

Total AUM$3.3B

Discretionary AUM$2.1B

Non-Discretionary AUM$1.2B

Discretionary %63.5%

Total Clients756

Team

Total Employees22

Investment Advisers28

Employee Growth (1Y)+10.5%

Filing History

Total Filings on Record43

First FilingOct 13, 2003

Latest FilingMar 24, 2026

🔒 Full AUM trend chart and 43 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.