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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
| SCHWALLIER, ADAM, DAVID | I | PRESIDENT/CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Sep 9, 2025 REGISTERED
Notice Filings (4)
IL IN MI NE
Address
535 CASCADE WEST PARKWAY SEGRAND RAPIDS, MI 49546
United States
Phone: 616-855-2051