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SCHRUM PRIVATE WEALTH MANAGEMENT, LLC

CRD 312164 · SEC 801-122172

Visit website

3940 LEWIS SPEEDWAY, SUITE 2201, SAINT AUGUSTINE, FL, 32084, United States

Phone

904-825-0422

Fax

888-549-0153

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$185.9M

Discretionary AUM

$185.8M

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals136$48.3M
High net worth individuals32$135.6M
Corporations/business entities5$2.0M

States served

NC, TX, FL

All web addresses on file

Official SEC filing: View on IAPD