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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 17, 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 |
|---|---|---|---|---|
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| DYGOS, STEPHEN, JOHN | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| SCHWARZ, JOSEPH, WILLIAM | I | MANAGING MEMBER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
| WHEELER, BENJAMIN, JACKSON | I | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Apr 17, 2025 REGISTERED
Notice Filings (10)
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Address
50 SOUTH 6TH STREET, SUITE 1405MINNEAPOLIS, MN 55402
United States
Phone: (612) 355 - 4360