SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
CRD #312164 SEC #801-122172 SAINT AUGUSTINE, FL 904-825-0422
SEC Registered
Total AUM
$166.4M
Discretionary
$166.2M
Employees
3
Clients
10
Accounts
309
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $166.4M | $166.2M | $195.8K | 3 | 0 |
| Mar 2024 | $146.9M | $146.9M | $0 | 3 | 0 |
| Oct 2023 | $132M | $132M | $0 | 3 | 0 |
| Oct 2023 | $132M | $132M | $0 | 3 | 0 |
| May 2023 | $132M | $132M | $0 | 3 | 0 |
| May 2023 | $132M | $132M | $0 | 3 | 0 |
| Mar 2023 | $132M | $132M | $0 | 3 | 0 |
| Jan 2023 | $160.9M | $160.9M | $0 | 3 | 0 |
| Dec 2022 | $160.9M | $160.9M | $0 | 3 | 0 |
| May 2022 | $160.9M | $160.9M | $0 | 3 | 0 |
| Mar 2022 | $160.9M | $160.9M | $0 | 3 | 0 |
| Mar 2022 | $160.9M | $160.9M | $0 | 3 | 0 |
| Jan 2022 | $160M | $160M | $0 | 3 | 0 |
| Dec 2021 | $160M | $160M | $0 | 3 | 0 |
| Sep 2021 | $0 | $0 | $0 | 3 | 0 |
| Jul 2021 | $0 | $0 | $0 | 3 | 0 |
| Jul 2021 | $0 | $0 | $0 | 3 | 0 |
| Feb 2021 | $0 | $0 | $0 | 3 | 0 |
| Feb 2021 | $0 | $0 | $0 | 3 | 0 |
| Dec 2020 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$166.4M
Discretionary$166.2M
Non-Disc.$195.8K
Employees3
Clients0
DateMar 2024
Total AUM$146.9M
Discretionary$146.9M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees3
Clients0
DateDec 2022
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees3
Clients0
DateMay 2022
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$160.9M
Discretionary$160.9M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees3
Clients0
DateDec 2021
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees3
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0