Schwallier Wealth Management
Firm details
- Headquarters
- Grand Rapids, Michigan
- CRD number
- 143329
- Registered since
- October 21, 2021
- Website
- www.swmadvisor.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI51.92%
- Individuals44.45%
- Charitable Organizations3.62%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Schwallier Wealth Management LLC is an independent registered investment adviser that began SEC registration in 2021 and is owned by an individual. The firm serves both individual and family clients as well as institutional relationships and identifies itself as a capital allocator. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Fee arrangements are flexible and include percentage-of-AUM billing, hourly charges, and fixed fees. The firm does not self-identify as an active ESG investor and is not listed as a multi-state or related adviser in the available data.
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 Funds92%
- Exchange Traded Equities5%
- Cash & Cash Equivalents2%
- Other1%
Contacts
3 of 3
Kyle Schwallier
Financial AdvisorCRD 6621347
Adam Schwallier
Financial AdvisorCRD 4431899
Mary Britenfeld
Financial AdvisorCRD 7077624
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 66Active vs passive
$196M in ETFs
49%
$95.9M
26%
$100M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD VALUE INDEX FUND (VTV) | Vanguard | Passive | Large Value | $15.8M | 72,415 | 8.05% |
Location
Grand Rapids, MI
Kent
Location
Grand Rapids, MI
Headquartered in Grand Rapids, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Kent
- Address
- 535 Cascade West Pkwy Se
- Time zone
- ET (UTC-5)
- Office locations
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