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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MALIK, FEISAL, AHMED KHAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALIK, FEISAL, AHMED KHAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MALIK, FEISAL, AHMED KHAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROSSER, EVAN, RHYS | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROSSER, EVAN, RHYS | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROSSER, EVAN, RHYS | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROSSER, EVAN, RHYS | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROSSER, EVAN, RHYS | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROSSER, EVAN, RHYS | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROSSER, EVAN, RHYS | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROSSER, EVAN, RHYS | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHRUM, ERIC, LEWIS | I | DIRECTOR | NA | Control |
| SCHRUM, ERIC, LEWIS | I | DIRECTOR | NA | Control |
| SCHRUM, ERIC, LEWIS | I | DIRECTOR | NA | Control |
| SCHRUM, ERIC, LEWIS | I | DIRECTOR | NA | Control |
| SCHRUM, ERIC, LEWIS | I | DIRECTOR | NA | Control |
| SCHRUM, ERIC, LEWIS | I | DIRECTOR | NA | Control |
| SCHRUM, ERIC, LEWIS | I | DIRECTOR | NA | Control |
| SCHRUM, ERIC, LEWIS | I | DIRECTOR | NA | Control |
| SCHRUM, ERIC, LEWIS | I | DIRECTOR | NA | Control |
| SUMNER, KRIS, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SUMNER, KRIS, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SUMNER, KRIS, LEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| SCHRUM, OWEN, L | I | CHIEF COMPLIANCE OFFICER & SOLE MEMBER | E | Control |
| SCHRUM, OWEN, L | I | SOLE MEMBER | E | Control |
| SCHRUM, OWEN, L | I | CHIEF COMPLIANCE OFFICER & SOLE MEMBER | E | Control |
| SCHRUM, OWEN, L | I | SOLE MEMBER | E | Control |
| SCHRUM, OWEN, L | I | SOLE MEMBER | E | Control |
| SCHRUM, OWEN, L | I | SOLE MEMBER | E | Control |
| SCHRUM, OWEN, L | I | SOLE MEMBER | E | Control |
| SCHRUM, OWEN, L | I | SOLE MEMBER | E | Control |
| SCHRUM, OWEN, L | I | SOLE MEMBER | E | Control |
| SCHRUM, OWEN, L | I | SOLE MEMBER | E | Control |
| SCHRUM, OWEN, L | I | SOLE MEMBER | E | Control |
| SCHRUM, OWEN, L | I | SOLE MEMBER | E | Control |
| SCHRUM, OWEN, L | I | SOLE MEMBER | E | Control |
| SCHRUM, OWEN, L | I | SOLE MEMBER | E | Control |
| SCHRUM, OWEN, L | I | SOLE MEMBER | E | Control |
| SCHRUM, OWEN, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHRUM, OWEN, L | I | OWNER | E | Control |
| SCHRUM, OWEN, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| SCHRUM, OWEN, L | I | CHIEF COMPLIANCE OFFICER | E | Control |
| Schrum, Meredith, Lee | I | CHIEF COMPLIANCE OFFICER & MEMBER | E | Control |
| SCHRUM, ERIC, LEWIS | I | PRESIDENT AND CCO | D | Control |
| SCHRUM, OWEN, L | I | CHIEF INVESTMENT OFFICER | C | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (4)
FL NC NH TX
Address
3940 LEWIS SPEEDWAYSUITE 2201
SAINT AUGUSTINE, FL 32084
United States
Phone: 904-825-0422