Investment adviser · CRD 143329
SCHWALLIER WEALTH MANAGEMENT
Investment adviser filing (IA)
FEE-ONLY FIDUCIARY ADVISORS LLC
GRAND RAPIDS, MI, United States · Form ADV filed Jun 8, 2026
- Regulatory AUM
- $197M Form ADV · Item 5.F
- Client accounts
- 885 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 54 | $102,302,543 | 51.9% |
| Individuals | 236 | $87,579,712 | 44.5% |
| Charities | Fewer than 5 | $7,137,972 | 3.6% |
Filing source
Form ADV 2111872 · Jun 8, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 8, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
535 CASCADE WEST PARKWAY SEGRAND RAPIDS, MI, 49546, United States
CRD 143329
Filing source
Form ADV 2111872 · Jun 8, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.