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Schwallier Wealth Management

CRD 143329  ·  Grand Rapids, MI  ·  $197.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
143329
SEC number
801-122547
Firm type
RIA
Assets under management
$197.0M as of Jun 8, 2026
Website
www.linkedin.com/company/schwallier-wealth-management-llc ↗
Phone
616-855-2051
Address
535 Cascade West Parkway Se, Grand Rapids, MI, 49546

Advisors at this firm

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SEC IAPD record for firm CRD 143329 ↗ FINRA BrokerCheck record for firm CRD 143329 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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