Firm profile

B.A. SCHROCK WEALTH MANAGEMENT

WADSWORTH, OHCRD 304694Latest ADV March 11, 2026

B.A. Schrock Wealth Management is an SEC registered investment adviser organized as a corporation with a primary office location in Wadsworth, OH.

Assets Under Management
$282M
Employees
6
Offices
--
Total Clients
706
Primary office
WADSWORTH, OH
131 COLLEGE STREET, WADSWORTH, OH, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOBenjamin A. Schrock

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 87.4% of total clients.
Top client categories% of clientsClients
1
Individuals
87.4%
617
2
HNWI
12.6%
89

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$282Mas of March 11, 2026
Discretionary100.0%
$282M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$282M
Total Accounts1,377
10Y AUM Change+$167M (+145.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee118:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.