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President/chief Compliance Officer/managing Member · Schwallier Wealth Management

Adam D. Schwallier

CRD 4431899 · Named on Form ADV at one SEC-registered adviser

At a glance

Schwallier Wealth Management, an SEC-registered wealth manager based in Grand Rapids, MI with $197 million in regulatory assets, lists Adam D. Schwallier on its Form ADV as President/chief Compliance Officer/managing Member, a control person.

Firms and roles

  • Schwallier Wealth ManagementPresident/chief Compliance Officer/managing MemberWealth manager · Grand Rapids, MI · $197M in regulatory assets

AtlasMembers

Adam’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Adam’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.