SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
CRD #147384 SEC #801-69248 MINNEAPOLIS, MN (612) 355 - 4360
SEC Registered
Total AUM
$644.4M
Discretionary
$643M
Employees
7
Clients
--
Accounts
1,978
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $644.4M | $643M | $1.4M | 7 | 10 |
| Mar 2025 | $644.4M | $643M | $1.4M | 7 | 10 |
| Mar 2025 | $644.4M | $643M | $1.4M | 7 | 10 |
| Jan 2025 | $552.9M | $542.4M | $10.5M | 9 | 10 |
| Mar 2024 | $552.9M | $542.4M | $10.5M | 9 | 10 |
| Mar 2023 | $445.3M | $432.9M | $12.4M | 10 | 10 |
| Jun 2022 | $475.9M | $461.5M | $14.4M | 7 | 4 |
| Mar 2022 | $475.9M | $461.5M | $14.4M | 7 | 4 |
| Mar 2021 | $443M | $428.3M | $14.6M | 8 | 3 |
| Jun 2020 | $242.7M | $237.7M | $5M | 7 | 4 |
| Mar 2020 | $242.7M | $237.7M | $5M | 7 | 4 |
| Mar 2019 | $271.4M | $264.1M | $7.3M | 8 | 5 |
| Feb 2019 | $242.4M | $236.2M | $6.2M | 6 | 5 |
| Feb 2019 | $242.4M | $236.2M | $6.2M | 6 | 5 |
| Jun 2018 | $242.4M | $236.2M | $6.2M | 6 | 5 |
| Mar 2018 | $242.4M | $236.2M | $6.2M | 6 | 5 |
| Mar 2017 | $208.7M | $158M | $50.6M | 5 | 333 |
| Mar 2016 | $170.7M | $129.4M | $41.3M | 5 | 339 |
| Mar 2016 | $170.7M | $129.4M | $41.3M | 5 | 339 |
| Mar 2015 | $151.7M | $111.5M | $40.2M | 5 | 329 |
| Mar 2014 | $132.8M | $94.3M | $38.5M | 4 | 300 |
| Mar 2013 | $116.7M | $85.2M | $31.4M | 3 | 300 |
| May 2012 | $109.6M | $83.8M | $25.8M | 1 | 276 |
| Mar 2012 | $109.6M | $83.8M | $25.8M | 1 | 276 |
DateApr 2025
Total AUM$644.4M
Discretionary$643M
Non-Disc.$1.4M
Employees7
Clients10
DateMar 2025
Total AUM$644.4M
Discretionary$643M
Non-Disc.$1.4M
Employees7
Clients10
DateMar 2025
Total AUM$644.4M
Discretionary$643M
Non-Disc.$1.4M
Employees7
Clients10
DateJan 2025
Total AUM$552.9M
Discretionary$542.4M
Non-Disc.$10.5M
Employees9
Clients10
DateMar 2024
Total AUM$552.9M
Discretionary$542.4M
Non-Disc.$10.5M
Employees9
Clients10
DateMar 2023
Total AUM$445.3M
Discretionary$432.9M
Non-Disc.$12.4M
Employees10
Clients10
DateJun 2022
Total AUM$475.9M
Discretionary$461.5M
Non-Disc.$14.4M
Employees7
Clients4
DateMar 2022
Total AUM$475.9M
Discretionary$461.5M
Non-Disc.$14.4M
Employees7
Clients4
DateMar 2021
Total AUM$443M
Discretionary$428.3M
Non-Disc.$14.6M
Employees8
Clients3
DateJun 2020
Total AUM$242.7M
Discretionary$237.7M
Non-Disc.$5M
Employees7
Clients4
DateMar 2020
Total AUM$242.7M
Discretionary$237.7M
Non-Disc.$5M
Employees7
Clients4
DateMar 2019
Total AUM$271.4M
Discretionary$264.1M
Non-Disc.$7.3M
Employees8
Clients5
DateFeb 2019
Total AUM$242.4M
Discretionary$236.2M
Non-Disc.$6.2M
Employees6
Clients5
DateFeb 2019
Total AUM$242.4M
Discretionary$236.2M
Non-Disc.$6.2M
Employees6
Clients5
DateJun 2018
Total AUM$242.4M
Discretionary$236.2M
Non-Disc.$6.2M
Employees6
Clients5
DateMar 2018
Total AUM$242.4M
Discretionary$236.2M
Non-Disc.$6.2M
Employees6
Clients5
DateMar 2017
Total AUM$208.7M
Discretionary$158M
Non-Disc.$50.6M
Employees5
Clients333
DateMar 2016
Total AUM$170.7M
Discretionary$129.4M
Non-Disc.$41.3M
Employees5
Clients339
DateMar 2016
Total AUM$170.7M
Discretionary$129.4M
Non-Disc.$41.3M
Employees5
Clients339
DateMar 2015
Total AUM$151.7M
Discretionary$111.5M
Non-Disc.$40.2M
Employees5
Clients329
DateMar 2014
Total AUM$132.8M
Discretionary$94.3M
Non-Disc.$38.5M
Employees4
Clients300
DateMar 2013
Total AUM$116.7M
Discretionary$85.2M
Non-Disc.$31.4M
Employees3
Clients300
DateMay 2012
Total AUM$109.6M
Discretionary$83.8M
Non-Disc.$25.8M
Employees1
Clients276
DateMar 2012
Total AUM$109.6M
Discretionary$83.8M
Non-Disc.$25.8M
Employees1
Clients276