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 is an independent registered investment adviser organized as an LLC and first registered with the SEC in 2021. The firm is owned by an individual and acts as a capital allocator for both individual/family and institutional clients. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of third‑party advisers and managers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and operates as a single-state adviser.
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 57Active vs passive
$152M in ETFs
78%
$119M
15%
$33.4M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO S&P 500 QUALITY ETF (SPHQ) | Invesco | Passive | Large Blend | $28.3M | 376,496 | 18.63% |
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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