Schooner Wealth Management
RIAState Registered
Total AUM
$5M
Discretionary
$5M
100% of AUM
Avg account
$556K
Accounts
9
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 335749
- Website
- schoonerwealth.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Schooner Wealth Management is an independent, South Carolina‑registered limited liability company that advises individual and family clients. The firm is owned by an individual and offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. Its pricing mixes a percentage of assets under management with hourly billing. Schooner identifies as an active ESG investor, indicating environmental, social, and governance criteria are part of its investment approach.
Assets & Accounts
Investments & Alternatives
Location & Offices
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 Funds70%
- US Government Bonds20%
- Exchange Traded Equities5%
- Cash & Cash Equivalents5%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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