RIA Intel›Advisers›Ohio›SCHULER WEALTH PLANNING LLC

SCHULER WEALTH PLANNING LLC

Advisory

POWELL, OH

Data as of Aug 21, 2026 · Source: SEC Form ADV

Rank in OH

#714

of 748 advisers by AUM

Average account

$160K

across 351 accounts

AUM per adviser

$19M

3 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM

$56M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$56M

Discretionary AUM$56M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients74

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH, TX

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

74 clients

14 high-net-worth

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

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