RIA Intel›Advisers›Utah›SCHNEIDER, FRANZ

SCHNEIDER, FRANZ

Advisory

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$607K

across 16 accounts

AUM per adviser

$10M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$10M

Discretionary %

100%

Clients

7

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients7

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA, UT

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

7 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

GARDA FINANCIAL, LLC

SALT LAKE CITY, UT

$10M

-34.1% 1Y

INVESTMENT MANAGEMENT CORPORATION

BOUNTIFUL, UT

$10M

-69.7% 1Y

PROACTIVE WEALTH MANAGEMENT, INC.

DRAPER, UT

$9M

GRINNELL CAPITAL, LLC

$10M

PREMIER CHOICE WEALTH ADVISORS, LLC

LEHI, UT

$10M

FORESEE MANAGEMENT, LLC

SOUTH JORDAN, UT

$9M

-65.8% 1Y

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