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SCHWALLIER WEALTH MANAGEMENT

GRAND RAPIDS, MI · CRD 143329 · IAPD ↗ · 616-855-2051

$197.0MRegulatory AUM
3Advisory reps
3Employees
1Clients
26-50Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
July 2025 — SCHWALLIER WEALTH MANAGEMENT notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2024 — SCHWALLIER WEALTH MANAGEMENT began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance

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