LP Profile

Schwartz & Co.

Also known as schwartz and

Wealth ManagerBloomfield Hills, United StatesFounded 1976
Bloomfield Hills
Headquarters
Investment Focus

About Schwartz & Co.

Schwartz & Co. is a wealth manager based in Bloomfield Hills, US. Founded in 1976.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Schwartz & Co. from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$10.5B
Total Clients
1,737
Filing Date
March 30, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

Public filings matched to Schwartz & Co. across SEC, IRS, DOL and international registers — newest first.

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is Schwartz & Co.?

Schwartz & Co. is a wealth manager based in Bloomfield Hills, United States.

Where is Schwartz & Co. headquartered?

Schwartz & Co. is headquartered in Bloomfield Hills, United States.

When was Schwartz & Co. founded?

Schwartz & Co. was founded in 1976.

How can I contact Schwartz & Co.?

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