← Directory
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
CRD 128591File 801-62441
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$3.31B
Top 25% of cohort (national)
Discretionary AUM
$2.10B
Non-discretionary $1.21B
Clients
786
1,952 accounts
Employees
28
Top 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 24, 2003
- Principal office
- ONE PPG PLACE, SUITE 1700, PITTSBURGH, PA, 15222
- Phone
- 412-697-5200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.31B
- Discretionary AUM
- $2.10B
- Non-discretionary AUM
- $1.21B
- Discretionary accounts
- 1,850
- Non-discretionary accounts
- 102
- Total accounts
- 1,952
- AUM per client
- $4.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 8 | $57.3M |
| Charitable organizations | 5 | $63.2M |
| High net worth individuals | 94 | $1.24B |
| Pension and profit sharing plans | 108 | $1.27B |
| State or municipal government entities | Fewer than 5 | $31.6M |
| Individuals (other than high net worth individuals) | 569 | $640.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 27 | 28 | increased by1 |
| Apr 1, 2026 | Clients | 756 | 786 | increased by30 |
| Apr 1, 2026 | AUM | $2,912,305,317 | $3,305,788,046 | increased by$393,482,729 |
| Apr 1, 2026 | Accounts | 2,015 | 1,952 | decreased by63 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 26 | 27 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 700 | 756 | increased by56 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,471,843,351 | $2,912,305,317 | increased by$440,461,966 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,725 | 2,015 | increased by290 |
| Apr 1, 2022 | Employees | 24 | 26 | increased by2 |
| Apr 1, 2022 | Clients | 665 | 700 | increased by35 |
| Apr 1, 2022 | AUM | $2,114,935,226 | $2,471,843,351 | increased by$356,908,125 |
| Apr 1, 2022 | Accounts | 1,553 | 1,725 | increased by172 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SCHNEIDER DOWNS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SCHNEIDER DOWNS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.