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SCHNEIDER WEALTH MANAGEMENT

· CRD 144166 · IAPD ↗ · 888-444-9981

$149.8MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

40
April 2025 — SCHNEIDER WEALTH MANAGEMENT filed an Item 4A succession naming SCHNEIDER WEALTH MANAGEMENT (CRD 144166) — an entity change, not a deal.
Item 4A succession where the acquired firm is the same business (entity change, not a deal).
Integration & migration consultingCompliance
42
April 2025 — SCHNEIDER WEALTH MANAGEMENT notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
April 2024 — SCHNEIDER WEALTH MANAGEMENT (location n/a) is newly SEC-registered with $127.5M RAUM and 1 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.