Schechter Private Capital, LLC
SEC RegisteredKnowledge Creates Opportunity ®
About the firm
Schechter Wealth provides wealthy families with customized financial advice and solutions, with expertise in estate tax, wealth transfer, and life insurance planning. Their team includes JDs, LLMs, CLUs, PFSs, CAPs, MBAs, CFA Charterholders, and CFP Practitioners, and they operate independently from financial institutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Advanced life insurance planning, Life Insurance Portfolio Management, Wealth and Estate Planning, Private Placement Life Insurance, Philanthropic Planning, and Income and Estate Tax Strategies.
Who they serve
Wealthy families
| Client segment | Clients | Assets managed |
|---|---|---|
| Pension/Profit Sharing Plans | 22 | $172M |
Leadership
Office locations
Regulatory & compliance
Data as of March 13, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Schechter Private Capital, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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