Schrum Private Wealth Management, LLC

Schrum Private Wealth Management, LLC (CRD# 312164) is a financial advisory firm headquartered in Saint Augustine, FL. They manage $146,854,233 in 274 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3940 Lewis Speedway, Suite 2201, Saint Augustine, FL 32084
https://facebook.com/schrumprivatewealthmanagement
By the Numbers
  • Total Assets Under Management
    147
    MILLION
  • Total Number of Accounts
    274
    ACCOUNTS
  • Average Account Value
    $535,964
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, TX

Financial Advisors at Schrum Private Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Mary Atkinson, financial advisor Saint Augustine FL
Mary J. Atkinson
CRD#: 4387763
3940 Lewis Speedway, Ste 2201, Saint Augustine, FL 32084

Mary Atkinson (CRD# 4387763) is an Investment Advisor Representative working at Schrum Private Wealth Management, LLC in Saint Augustine, FL and has over 20 years of experience in the finance industry.

2
Eric Schrum, financial advisor Raleigh NC
Eric L. Schrum
CRD#: 6605854
4325 Lake Boone Trail, # 225, Raleigh, NC 27607

Eric Schrum (CRD# 6605854) is an Investment Advisor Representative working at Schrum Private Wealth Management, LLC in Raleigh, NC and has over 8 years of experience in the finance industry.

3
Owen Schrum, financial advisor Saint Augustine FL
Owen L. Schrum
CRD#: 1259777
3940 Lewis Speedway, Suite 2201, Saint Augustine, FL 32084

Owen Schrum (CRD# 1259777) is an Investment Advisor Representative working at Schrum Private Wealth Management, LLC in Saint Augustine, FL and has over 40 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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