SCHRUM PRIVATE WEALTH MANAGEMENT, LLC

CRD 312164File 801-122172

APPROVED

Retail clients

Filing as of Mar 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$185.9M

Bottom 25% of cohort (national)

Discretionary AUM

$185.8M

Non-discretionary $102K

Clients

173

355 accounts

Employees

Below cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Aug 30, 2021
Principal office: 3940 LEWIS SPEEDWAY, SUITE 2201, SAINT AUGUSTINE, FL, 32084
Phone: 904-825-0422
Website: https://www.schrumpw.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $185.9M
Discretionary AUM: $185.8M
Non-discretionary AUM: $102K
Discretionary accounts: 354
Non-discretionary accounts: 1
Total accounts: 355
AUM per client: $1.1M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$2.0M
High net worth individuals	32	$135.6M
Individuals (other than high net worth individuals)	136	$48.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
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 11

This firm answered no to every Item 11 disclosure question in this filing.

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.