SCHRUM PRIVATE WEALTH MANAGEMENT, LLC

3940 Lewis Speedway
Suite 2201
Saint Augustine, Florida 32084
Tel: 904-825-0422

About SCHRUM PRIVATE WEALTH MANAGEMENT, LLC

SCHRUM PRIVATE WEALTH MANAGEMENT, LLC, formally registered with the SEC as SCHRUM PRIVATE WEALTH MANAGEMENT, LLC. The firm was established in 08/30/2021. They have over 2 offices throughout the country.

SCHRUM PRIVATE WEALTH MANAGEMENT, LLC is a Saint Augustine, Florida based Financial Planning firm with nearly $146,854,233 assets under management, offering retirement planning & investment advisory services to 274 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	312164
SEC#	801-122172
Assets Managed by Firm	$146,854,233
No. of Clients	274
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	274	$146,854,233
Individuals (other than high net worth individuals)	73	$17,378,374
High net worth individuals	51	$129,475,859

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