B.A. SCHROCK WEALTH MANAGEMENT, INC.
Legal name: B.A. SCHROCK WEALTH MANAGEMENT
CRD #304694 SEC #801-127681 WADSWORTH, OH 330-473-1060
SEC Registered
Total AUM
$200.8M
Discretionary
$200.8M
Employees
6
Clients
0
Accounts
1,149
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $200.8M | $200.8M | $0 | 6 | 0 |
| Jun 2025 | $200.8M | $200.8M | $0 | 6 | 0 |
| May 2025 | $200.8M | $200.8M | $0 | 6 | 0 |
| Jan 2025 | $200.8M | $200.8M | $0 | 6 | 0 |
| Oct 2024 | $162.1M | $162.1M | $0 | 6 | 0 |
| Mar 2024 | $162.1M | $162.1M | $0 | 6 | 0 |
| Sep 2023 | $114.6M | $114.6M | $0 | 6 | 0 |
| Aug 2023 | $114.6M | $114.6M | $0 | 6 | 0 |
| Apr 2023 | $114.6M | $114.6M | $0 | 6 | 0 |
| Apr 2023 | $114.6M | $114.6M | $0 | 6 | 0 |
| Mar 2023 | $114.6M | $114.6M | $0 | 6 | 0 |
DateAug 2025
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees6
Clients0
DateJun 2025
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees6
Clients0
DateMay 2025
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$200.8M
Discretionary$200.8M
Non-Disc.$0
Employees6
Clients0
DateOct 2024
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$162.1M
Discretionary$162.1M
Non-Disc.$0
Employees6
Clients0
DateSep 2023
Total AUM$114.6M
Discretionary$114.6M
Non-Disc.$0
Employees6
Clients0
DateAug 2023
Total AUM$114.6M
Discretionary$114.6M
Non-Disc.$0
Employees6
Clients0
DateApr 2023
Total AUM$114.6M
Discretionary$114.6M
Non-Disc.$0
Employees6
Clients0
DateApr 2023
Total AUM$114.6M
Discretionary$114.6M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$114.6M
Discretionary$114.6M
Non-Disc.$0
Employees6
Clients0