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Schneider Wealth Management registers with NE
New state-registered adviser · CRD 344219 · effective 2026-08-27
Effective 2026-08-27. 1 employee (1 advisory), $2M regulatory AUM across 18 accounts. Limited Liability Company (NE).
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Private funds and their service providers
Schedule D, Section 7.B.(1) of the adviser's Form ADV: every private fund it reports, with the auditor, administrator, custodian and prime broker named for each.
This adviser reports no private funds on Form ADV.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance