SAINT AUGUSTINE, FLCRD 312164Latest ADV March 25, 2026
Schrum Private Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saint Augustine, FL. Its latest Form ADV filing, dated March 25, 2026, reports $186M in regulatory assets under management, 3 employees, 1 office, and 355 accounts.
Assets Under Management
$186M
Employees
3
Offices
1 office
Total Clients
173
Primary office
SAINT AUGUSTINE, FL
3940 LEWIS SPEEDWAY, SUITE 2201, SAINT AUGUSTINE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.6% of total clients.
Top client categories% of clientsClients
1
Individuals
78.6%
136
2
HNWI
18.5%
32
3
Corporations
2.9%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$186Mas of March 25, 2026
Discretionary99.9%
$186M
100% of total RAUM99.9%
Non-discretionary0.1%
$102K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$186M
Total Accounts355
10Y AUM Change+$186M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee58:1
10Y Employee Change+2 (+200.0%)
* 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.