SCHRUM PRIVATE WEALTH MANAGEMENT, LLC

Overview

Schrum Private Wealth Management, LLC is an independent, SEC‑registered registered investment adviser organized as an LLC. The firm began federal registration in 2021 and is owned by an individual proprietor. Its client mix spans individuals and families as well as institutional/business clients, and its advisory work centers on financial planning and discretionary portfolio management for both individual/small business and business/institutional accounts. Fee arrangements include both a percentage of assets under management and fixed‑fee engagements. The firm identifies as an active ESG investor and reports an equities preference; it does not act as a capital allocator, is not a pension consultant, and does not operate as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices