Schrum Private Wealth Management, LLC
SEC RegisteredRetirement done right- Where work is optional but a secure financial future is not!
About the firm
Schrum Private Wealth Management is a fee-only, fiduciary financial advisory firm with CFP, CIMA, and NSSA professionals on staff. They specialize in helping people plan and invest for retirement, offering a step-by-step process from discovery to implementation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment Planning, Tax Planning, Retirement Planning, Estate Planning, and Insurance Planning
Who they serve
People planning and investing for retirement
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 136 | $48M |
| High Net Worth Individuals | 32 | $136M |
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 25, 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. Schrum Private Wealth Management, 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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