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Schwallier Wealth Management, LLC (Grand Rapids)


Schwallier Wealth Management, LLC is an adviser based in Grand Rapids. It manages $30 million of regulatory assets for 370 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Indiana and Michigan.

Schwallier Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Schwallier Wealth Management: assets under management

The assets under management (AUM) of Schwallier Wealth Management, LLC is $30 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $81.08 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Schwallier Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Grand Rapids

The principal office where Schwallier Wealth Management, LLC performs its advisory services is located at 5075 Cascade Rd Se, Ste. B, Grand Rapids, MI 49546, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 616-855-2051 or by fax 616-855-2242. The normal business hours are 8:30-5:00m-f, 10-1 s on Other.


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