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President and CCO · Schrum Private Wealth Management, LLC

Eric L. Schrum

CRD 6605854 · Named on Form ADV at one SEC-registered adviser

At a glance

Schrum Private Wealth Management, LLC, an SEC-registered wealth manager based in Saint Augustine, FL with $186 million in regulatory assets, lists Eric L. Schrum on its Form ADV as President and CCO, a control person.

Firms and roles

AtlasMembers

Eric’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.

Colleagues named on the same filings

  • Owen L SchrumChief Investment Officer, Schrum Private Wealth Management, LLC

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