Schneider Wealth Management

Schneider Wealth Management (CRD# 144166) is a financial advisory firm headquartered in Woodside, CA. They manage $127,486,888 in 209 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2995 Woodside Rd, Suite 400, Woodside, CA 94062
http://www.schneiderwealth.com
By the Numbers
  • Total Assets Under Management
    127
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $609,985
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Schneider Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Meredith Schneider, financial advisor Redwood City CA
Meredith H. Schneider
CRD#: 3082569
Redwood City, CA

Meredith Schneider (CRD# 3082569) is an Investment Advisor Representative working at Schneider Wealth Management in Redwood City, CA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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