Managing Partner · Schwarz Investment Partners
Robert W. Schwarz
CRD 833465 · Named on Form ADV at one SEC-registered adviser
At a glance
Schwarz Investment Partners, an SEC-registered wealth manager based in Silver Lake, KS with $185 million in regulatory assets, lists Robert W. Schwarz on its Form ADV as Managing Partner, a control person.
Firms and roles
- Schwarz Investment PartnersManaging PartnerWealth manager · Silver Lake, KS · $185M in regulatory assets
AtlasMembers
Robert’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
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- 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 Robert’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.