Data / Investment advisers / Michigan / Schwallier Wealth Management
Schwallier Wealth Management, Grand Rapids, MI: $197 million AUM, SEC registered investment adviser
Schwallier Wealth Management is an SEC registered investment adviser with its main office in Grand Rapids, Michigan and reports $197 million in regulatory assets under management in its Form ADV filed June 8, 2026. Its clients include high net worth individuals, individuals and charitable organizations. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 143329
- SEC file number
- 801-122547
- SEC status
- Approved, effective October 21, 2021
- Legal name
- Fee-Only Fiduciary Advisors LLC
- Main office
- 535 Cascade West Parkway Se, Grand Rapids, MI 49546
- Phone
- (616) 855-2051
- Regulatory AUM
- $197,020,227 in the Form ADV filed June 8, 2026
- Discretionary AUM
- $197,020,227
- Accounts
- 885
- Employees
- 3, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 8, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 54 | $102.3 million |
| Individuals (other than high net worth individuals) | 236 | $87.6 million |
| Charitable organizations | 2 | $7.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $197 million | March 17, 2026 |
| December 1, 2025 | $171.3 million | September 9, 2025 |
Other advisers in Grand Rapids
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Auxo Investment Partners, LLC | Grand Rapids | $412 million | 12 | adviserinfo.sec.gov |
| Bemanaged | Grand Rapids | $410 million | Not listed | adviserinfo.sec.gov |
| DS Investment Advisors | Grand Rapids | $386.1 million | Not listed | adviserinfo.sec.gov |
| Kroon & Mitchell Asset Management LLC | Grand Rapids | $220.9 million | Not listed | adviserinfo.sec.gov |
| AI Alpha LLC | Grand Rapids | $200 million | Not listed | adviserinfo.sec.gov |
| Advisory Advocates LLC | Grand Rapids | $158.6 million | Not listed | adviserinfo.sec.gov |
| Brooktree Capital Management Inc. | Grand Rapids | $138.9 million | 1 | adviserinfo.sec.gov |
| Burnham & Company LLC | Grand Rapids | $129.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Grand Rapids, MI
- Investment advisers in Michigan
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Schwallier Wealth Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.