WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC
CRD #143049 SEC #801-134243 SANDPOINT, ID 208-265-5959
SEC Registered
Total AUM
$116.4M
Discretionary
$116.4M
Employees
2
Clients
51
Accounts
235
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Idaho
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 29, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHILLER, MARK, ANDREW | I | PRINCIPAL/CCO | D | Control |
| WILLIAMS, BRAD, J. | I | PRINCIPAL | D | Control |
Registrations
Federal
IA
Jul 29, 2025 REGISTERED
Notice Filings (4)
ID MI MT ND
Address
708 SUPERIOR STREETSANDPOINT, ID 83864
United States
Phone: 208-265-5959