SCHRUM PRIVATE WEALTH MANAGEMENT, LLC

CRD 312164File 801-122172

APPROVED

Retail clients

Filing as of Mar 25, 2026

Feed vintage Oct 1, 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	Change
Apr 1, 2026	Custody	Yes	No
Apr 1, 2026	Clients	155	173	increased by18
Apr 1, 2026	AUM	$166,432,084	$185,947,743	increased by$19,515,659
Apr 1, 2026	Accounts	309	355	increased by46
May 1, 2025 vs Oct 1, 2022	Custody	No	Yes
May 1, 2025 vs Oct 1, 2022	Clients	89	155	increased by66
May 1, 2025 vs Oct 1, 2022	AUM	$160,859,716	$166,432,084	increased by$5,572,368
May 1, 2025 vs Oct 1, 2022	Accounts	237	309	increased by72
Apr 1, 2022	Clients	95	89	decreased by6
Apr 1, 2022	AUM	$159,963,146	$160,859,716	increased by$896,570
Apr 1, 2022	Accounts	242	237	decreased by5
Feb 1, 2022	Registration	APPROVED-120	APPROVED
Jan 1, 2022	AUM	$0	$159,963,146	increased by$159,963,146
Jan 1, 2022	Accounts	0	242	increased by242
Sep 1, 2021	Registration	—	APPROVED-120

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “SCHRUM PRIVATE” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SCHRUM PRIVATE” 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.