Schneider Downs Wealth Management Advisors, LP
● SEC registered since 2003CRD 128591SEC# 801-62441Pittsburgh, PA
Reg. AUM
$3.31B
Employees
28
Accounts
1,952
Location
Pittsburgh, PA
Schneider Downs Wealth Management Advisors, LP assets under management
Schneider Downs Wealth Management Advisors, LP is a registered investment adviser overseen by the SEC based in Pittsburgh, PA. The firm has been registered since 2003. It reports $3.3 billion in regulatory assets under management and employs 28 people.
Schneider Downs Wealth Management Advisors, LP owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Derek Joseph Eichelberger Control | Chief Executive Officer | Under 5% | 2023 |
| Eric Surma | Director Of Finance | Under 5% | 2026 |
| Michael Arthur Divens | Chief Compliance Officer | Under 5% | 2025 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Schneider Downs Wealth Management Advisors, LP manage?
Schneider Downs Wealth Management Advisors, LP reports $3.3 billion in regulatory assets under management on its Form ADV.
How many employees does Schneider Downs Wealth Management Advisors, LP have?
Schneider Downs Wealth Management Advisors, LP reports 28 employees.
Where is Schneider Downs Wealth Management Advisors, LP located?
Schneider Downs Wealth Management Advisors, LP is based in Pittsburgh, PA and has been SEC-registered since 2003.
Does Schneider Downs Wealth Management Advisors, LP disclose fund performance?
Schneider Downs Wealth Management Advisors, LP is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Ppg Place, Suite 1700, Pittsburgh, PA 15222 |
| Phone | 412-697-5200 |
| Fax | 412-261-4876 |
| Office hours | 8a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| CIK | 1665359 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$3.31B▲ 26%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 16%
Larger than 84% of 16,271 advisers
EmployeesTop 19%
More than 81% of 16,825 advisers
Assets under management
$3.31Bregulatory AUM
Discretionary $2.1BNon-discretionary $1.21B