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SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC

· CRD 112547 · IAPD ↗ · schulmerichandassoc.com · 503-672-7750

$153.0MRegulatory AUM
2Advisory reps
2Employees
392Clients
n/aPlanning clients
0Private funds
6States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
December 2025 — SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
December 2025 — SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC's Item 11 disclosure-reporting entries rose by 2 (0 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
44
August 2025 — SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC notice-filed in CA, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2025 — SCHULMERICH & ASSOCIATES ASSET MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.