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SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP
CRD 128591File 801-62441
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 24, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.