RIA Intel›Advisers›Florida›SCHRUM PRIVATE WEALTH MANAGEMENT, LLC

SCHRUM PRIVATE WEALTH MANAGEMENT, LLC

Advisory

N·SAINT AUGUSTINE, FL

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM
$186M
1-Year AUM Growth
+11.2%
3-Year CAGR
+3.8%
Employees
3
Assets Under Management
Total AUM$186M
Discretionary AUM$186M
Non-Discretionary AUM$102K
Discretionary %99.9%
Total Clients155
Team
Total Employees3
Investment Advisers3
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record19
First FilingDec 18, 2020
Latest FilingMar 25, 2026
🔒 Full AUM trend chart and 19 historical filings spanning 6+ 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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