B.a. Schrock Wealth Management, Inc.
● SEC registered since 2023CRD 304694SEC# 801-127681Wadsworth, OH
Reg. AUM
$281.6M
Employees
6
Accounts
1,377
Location
Wadsworth, OH
B.a. Schrock Wealth Management, Inc. assets under management
B.a. Schrock Wealth Management, Inc. operates as an SEC-registered investment adviser based in Wadsworth, OH. The firm has been registered since 2023. It reports $281.6 million in regulatory assets under management and employs 6 people.
B.a. Schrock Wealth Management, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Arthur Schrock Control | President And Chief Compliance Officer | Over 75% | 2019 |
Frequently asked questions
How much does B.a. Schrock Wealth Management, Inc. manage?
B.a. Schrock Wealth Management, Inc. reports $281.6 million in regulatory assets under management on its Form ADV.
How many employees does B.a. Schrock Wealth Management, Inc. have?
B.a. Schrock Wealth Management, Inc. reports 6 employees.
Where is B.a. Schrock Wealth Management, Inc. located?
B.a. Schrock Wealth Management, Inc. is based in Wadsworth, OH and has been SEC-registered since 2023.
Does B.a. Schrock Wealth Management, Inc. disclose fund performance?
B.a. Schrock Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 131 College Street, Wadsworth, OH 44281 |
| Phone | 330-473-1060 |
| Office hours | 8:30 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$281.6M▲ 40%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$281.6Mregulatory AUM
Discretionary $281.6M