SEC Form ADV

SCHWALLIER WEALTH MANAGEMENT

Registered Investment AdviserMI
$197.0M
Assets Under Management
1
Total Clients
3
Employees
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Registration Details

Accession
crd-143329
Location
GRAND RAPIDS, MI
Filing Date
June 8, 2026
AUM
$197.0M
Total Clients
1
Institutional Clients
2
Employees
3
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable Organizations

About this Adviser

SCHWALLIER WEALTH MANAGEMENT is a registered investment adviser headquartered in GRAND RAPIDS, MI, managing approximately $197.0M in assets across 1 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.