Schwallier, Wealth Management
Schwallier, Wealth Management (CRD# 143329) is a financial advisory firm headquartered in Grand Rapids, MI. They manage $43,545,000 in 408 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management44MILLION
Total Number of Accounts408ACCOUNTS
Average Account Value$106,728
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Adam Schwallier (CRD# 4431899) is an Investment Advisor Representative working at Schwallier, Wealth Management in Grand Rapids, MI and has over 16 years of experience in the finance industry. Adam Schwallier has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.