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SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

PITTSBURGH, PA · CRD 128591 · IAPD ↗ · 412-697-5200

$3.31BRegulatory AUM
22Advisory reps
28Employees
0Clients
101-250Planning clients
0Private funds
14States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2026 — SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP reports 101-250 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
August 2025 — SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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