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SCHWALLIER WEALTH MANAGEMENT
Legal name: FEE-ONLY FIDUCIARY ADVISORS LLC
CRD 143329File 801-122547
APPROVED
Retail clients
Filing as of Jun 8, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$197.0M
Below cohort median (national)
Discretionary AUM
$197.0M
Clients
292
885 accounts
Employees
3
Bottom 25% of cohort in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Oct 21, 2021
- Principal office
- 535 CASCADE WEST PARKWAY SE, GRAND RAPIDS, MI, 49546
- Phone
- 616-855-2051
- Website
- HTTP://WWW.SWMADVISOR.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $197.0M
- Discretionary AUM
- $197.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 885
- Non-discretionary accounts
- 0
- Total accounts
- 885
- AUM per client
- $675K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $7.1M |
| High net worth individuals | 54 | $102.3M |
| Individuals (other than high net worth individuals) | 236 | $87.6M |
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 individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 4 | 3 | decreased by1 |
| Apr 1, 2026 | Clients | 284 | 292 | increased by8 |
| Apr 1, 2026 | AUM | $171,257,967 | $197,020,227 | increased by$25,762,260 |
| Apr 1, 2026 | Accounts | 808 | 885 | increased by77 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 258 | 284 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $137,835,572 | $171,257,967 | increased by$33,422,395 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 780 | 808 | increased by28 |
| Apr 1, 2022 | Clients | 267 | 258 | decreased by9 |
| Apr 1, 2022 | AUM | $132,877,937 | $137,835,572 | increased by$4,957,635 |
| Apr 1, 2022 | Accounts | 729 | 780 | increased by51 |
| Jan 1, 2022 | Custody | Yes | No | |
| Jan 1, 2022 | AUM | $128,868,369 | $132,877,937 | increased by$4,009,568 |
| Jan 1, 2022 | Accounts | 728 | 729 | increased by1 |
| Nov 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 “SCHWALLIER WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SCHWALLIER WEALTH” 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.