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WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

SANDPOINT, ID · CRD 143049 · IAPD ↗ · wswealthmanagementllc.com · 208-265-5959

$120.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
4States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
May 2026 — WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC (SANDPOINT, ID) is newly SEC-registered with $120.7M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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