Data / Investment advisers / Idaho / Williams and Schiller Wealth Management, LLC
Williams and Schiller Wealth Management, LLC, Sandpoint, ID: $121 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Williams and Schiller Wealth Management, LLC is an SEC registered investment adviser with its main office in Sandpoint, Idaho and reports $121 million in regulatory assets under management in its Form ADV filed March 12, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Williams and Schiller Wealth Management, LLC (CRD number 143049): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 143049
- SEC file number
- 801-134243
- SEC status
- Approved, effective April 27, 2026
- Main office
- 708 Superior Street, Sandpoint, ID 83864
- Phone
- (208) 265-5959
- Website
- wswealthmanagementllc.com
- Regulatory AUM
- $120,669,000 in the Form ADV filed March 12, 2026
- Discretionary AUM
- $120,669,000
- Accounts
- 271
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- Reported: other federal, state or foreign regulatory actions
- Latest Form ADV filing
- March 12, 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 | 35 | $89.8 million |
| Individuals (other than high net worth individuals) | 57 | $16.2 million |
| Corporations or other businesses | 6 | $6.2 million |
| Pension and profit sharing plans | 3 | $5.5 million |
| Charitable organizations | 3 | $2.9 million |
Other advisers in Idaho
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Five Pine Wealth | Coeur D'Alene | $191.8 million | Not listed | adviserinfo.sec.gov |
| Pacific Value, LLC | Boise | $190 million | Not listed | adviserinfo.sec.gov |
| Journey Retirement Planning and Investment Management, LLC | Ammon | $187.3 million | Not listed | adviserinfo.sec.gov |
| Rockhill Advisors LLC | Victor | $174.2 million | Not listed | adviserinfo.sec.gov |
| Hazlett Wealth Management LLC | Ketchum | $160 million | Not listed | adviserinfo.sec.gov |
| GPWM Qof Manager, LLC | Eagle | Not listed | 7 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Idaho
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Williams and Schiller Wealth Management, LLC on the SEC's adviser search
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.