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).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    408
    ACCOUNTS
  • Average Account Value
    $106,728
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IN, MI

Financial Advisors at Schwallier, Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Adam D. Schwallier
CRD#: 4431899
5150 Cascade Rd Se, Ste. A, Grand Rapids, MI 49546
91
Wealthminder
score

Adam Schwallier (CRD# 4431899) is an Investment Advisor Representative working at Schwallier, Wealth Management in Grand Rapids, MI and has over 15 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.

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