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Secretary Treasurer · Sc&h Wealth

William D. Adams

CRD 8201499 · Named on Form ADV at one SEC-registered adviser

At a glance

Sc&h Wealth, an SEC-registered wealth manager based in Hunt Valley, MD with $1.2 billion in regulatory assets, lists William D. Adams on its Form ADV as Secretary Treasurer, a control person.

Firms and roles

  • Sc&h WealthSecretary TreasurerWealth manager · Hunt Valley, MD · $1.2B in regulatory assets

AtlasMembers

William’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.

Colleagues named on the same filings

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