Schneider Downs Wealth Management Advisors, LP
Firm details
- Headquarters
- Pittsburgh, Pennsylvania
- CRD number
- 128591
- Registered since
- October 24, 2003
- Website
- www.sdwealthmanagement.com
- Custodians
- CHARLES SCHWAB & CO., INC., AMERICAN TRUST INVESTMENT SERVICES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Pension & Profit Sharing Plans38.48%
- HNWI37.56%
- Individuals19.36%
- Charitable Organizations1.91%
- Corporations / Businesses1.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Schneider Downs Wealth Management Advisors, LP is a limited partnership that has been SEC-registered since 2003 and serves both individual/family and institutional clients. The firm provides financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting and the selection of other advisers. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Schneider Downs reports relationships with broker-dealers, accounting firms and insurance companies, and describes itself as a capital allocator that places client capital with third-party managers. The firm was recognized in 2020 by both the Financial Times (Top 300 RIA Firms) and Financial Advisor Magazine (Top RIA Firms).
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds86%
- Exchange Traded Equities8%
- State & Local Bonds3%
- Cash & Cash Equivalents3%
Owners & executives
2 of 2
Derek Eichelberger
CEO, Investment AdvisorCRD 4644258
Jason Staley
Partner, Chief Investment OfficerCRD 5408661
Contacts
3 of 21
David Brinkman
Partner and Senior Wealth ManagerCRD 5862088
Michael Divens
ManagerCRD 6637759
Michael Bucci
Director of Fiduciary ServicesCRD 4692301
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 113Active vs passive
$882M in ETFs
80%
$703M
19%
$179M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) | State Street | Passive | Foreign Large Blend | $91.8M | 1,822,730 | 10.41% |
Location
Pittsburgh, PA
Allegheny
Location
Pittsburgh, PA
Headquartered in Pittsburgh, PA, anchoring the Pittsburgh-New Castle-Weirton, PA-OH-WV metro in the Northeast.
- Metro area
- Pittsburgh-New Castle-Weirton, PA-OH-WV
- Region
- Northeast
- County
- Allegheny
- Address
- 1 Ppg Pl
- Time zone
- ET (UTC-5)
- Office locations
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