Schwallier, Wealth Management

Schwallier, Wealth Management (CRD# 143329) is a financial advisory firm headquartered in Ada, MI. They manage $63,294,007 in 444 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    444
    ACCOUNTS
  • Average Account Value
    $142,554
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 - 2 of 2 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 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.

2
John C. Bush
CRD#: 6807483
4764 Fulton St. East, Suite 201, Ada, MI 49301
87
Wealthminder
score

John Bush (CRD# 6807483) is an Investment Advisor Representative working at Schwallier, Wealth Management in Ada, MI and has 1 year of experience in the finance industry.

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