SCHIFF WEALTH ADVISORS, LLC

Overview

Schiff Wealth Advisors, LLC operates as a small, client-focused registered investment adviser that concentrates on managing wealth for individuals and families. The firm provides portfolio management and the selection of third-party advisers, acting as a capital allocator for client portfolios rather than running a large in-house product platform. Fee arrangements include both a percentage-of-AUM model and fixed-fee engagements, allowing flexibility for different client relationships. Investment activity is tilted toward pooled public investment vehicles—chiefly mutual funds—and the firm supplements those allocations by tapping external managers and separate-account solutions when appropriate. Schiff Wealth Advisors does not position itself as an active ESG investor and serves a predominantly individual and family client base rather than institutional pension or multi-state advisory mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices