SCHWALLIER WEALTH MANAGEMENT, LLC
Legal name: SCHWALLIER WEALTH MANAGEMENT
CRD #143329 SEC #801-122547 GRAND RAPIDS, MI 616-855-2051
SEC Registered
Total AUM
$171.3M
Discretionary
$160.8M
Employees
4
Clients
26
Accounts
808
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $171.3M | $160.8M | $10.4M | 4 | 1 |
| Jun 2025 | $171.3M | $160.8M | $10.4M | 4 | 1 |
| Mar 2025 | $171.3M | $160.8M | $10.4M | 4 | 1 |
| Sep 2024 | $143.7M | $141.6M | $2.1M | 4 | 1 |
| Apr 2024 | $143.7M | $141.6M | $2.1M | 4 | 1 |
| Mar 2024 | $143.7M | $141.6M | $2.1M | 4 | 1 |
| Jan 2024 | $133.6M | $122.3M | $11.3M | 5 | 16 |
| Dec 2023 | $133.6M | $122.3M | $11.3M | 5 | 16 |
| Dec 2023 | $133.6M | $122.3M | $11.3M | 5 | 16 |
| Jul 2023 | $133.6M | $122.3M | $11.3M | 5 | 16 |
| Mar 2023 | $133.6M | $122.3M | $11.3M | 5 | 16 |
| Nov 2022 | $137.8M | $124.4M | $13.4M | 4 | 6 |
| Apr 2022 | $137.8M | $124.4M | $13.4M | 4 | 6 |
| Mar 2022 | $137.8M | $124.4M | $13.4M | 4 | 6 |
| Dec 2021 | $132.9M | $121.8M | $11.1M | 4 | 27 |
| Sep 2021 | $128.9M | $118.1M | $10.8M | 4 | 27 |
| May 2012 | $30M | $30M | $0 | 1 | 140 |
| Apr 2012 | $30M | $30M | $0 | 1 | 140 |
| Apr 2012 | $30M | $30M | $0 | 1 | 140 |
| Mar 2012 | $30M | $30M | $0 | 1 | 140 |
| Jul 2011 | $29.2M | $29.2M | $0 | 5 | -- |
| Mar 2011 | $29.2M | $29.2M | $0 | 5 | -- |
| Mar 2010 | $27.5M | $27.5M | $0 | 5 | -- |
| Feb 2009 | $25.3M | $25.3M | $0 | 5 | -- |
| Oct 2007 | $26M | $26M | $0 | 5 | -- |
| Sep 2007 | $0 | $0 | $0 | 5 | -- |
| Jun 2007 | $0 | $0 | $0 | 5 | -- |
DateSep 2025
Total AUM$171.3M
Discretionary$160.8M
Non-Disc.$10.4M
Employees4
Clients1
DateJun 2025
Total AUM$171.3M
Discretionary$160.8M
Non-Disc.$10.4M
Employees4
Clients1
DateMar 2025
Total AUM$171.3M
Discretionary$160.8M
Non-Disc.$10.4M
Employees4
Clients1
DateSep 2024
Total AUM$143.7M
Discretionary$141.6M
Non-Disc.$2.1M
Employees4
Clients1
DateApr 2024
Total AUM$143.7M
Discretionary$141.6M
Non-Disc.$2.1M
Employees4
Clients1
DateMar 2024
Total AUM$143.7M
Discretionary$141.6M
Non-Disc.$2.1M
Employees4
Clients1
DateJan 2024
Total AUM$133.6M
Discretionary$122.3M
Non-Disc.$11.3M
Employees5
Clients16
DateDec 2023
Total AUM$133.6M
Discretionary$122.3M
Non-Disc.$11.3M
Employees5
Clients16
DateDec 2023
Total AUM$133.6M
Discretionary$122.3M
Non-Disc.$11.3M
Employees5
Clients16
DateJul 2023
Total AUM$133.6M
Discretionary$122.3M
Non-Disc.$11.3M
Employees5
Clients16
DateMar 2023
Total AUM$133.6M
Discretionary$122.3M
Non-Disc.$11.3M
Employees5
Clients16
DateNov 2022
Total AUM$137.8M
Discretionary$124.4M
Non-Disc.$13.4M
Employees4
Clients6
DateApr 2022
Total AUM$137.8M
Discretionary$124.4M
Non-Disc.$13.4M
Employees4
Clients6
DateMar 2022
Total AUM$137.8M
Discretionary$124.4M
Non-Disc.$13.4M
Employees4
Clients6
DateDec 2021
Total AUM$132.9M
Discretionary$121.8M
Non-Disc.$11.1M
Employees4
Clients27
DateSep 2021
Total AUM$128.9M
Discretionary$118.1M
Non-Disc.$10.8M
Employees4
Clients27
DateMay 2012
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees1
Clients140
DateApr 2012
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees1
Clients140
DateApr 2012
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees1
Clients140
DateMar 2012
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees1
Clients140
DateJul 2011
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$29.2M
Discretionary$29.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$27.5M
Discretionary$27.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$25.3M
Discretionary$25.3M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$26M
Discretionary$26M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2007
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--