Schrum Private Wealth Management, LLC
● SEC registered since 2021CRD 312164SEC# 801-122172Saint Augustine, FL
Reg. AUM
$185.9M
Employees
3
Accounts
355
Location
Saint Augustine, FL
Schrum Private Wealth Management, LLC assets under management
Schrum Private Wealth Management, LLC is an SEC-registered investment adviser based in Saint Augustine, FL. The firm has been registered since 2021. It reports $185.9 million in regulatory assets under management and employs 3 people.
Schrum Private Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Lewis Schrum Control | President And Cco | 50-75% | 2025 |
| Owen L Schrum Control | Chief Investment Officer | 25-50% | 2025 |
Frequently asked questions
How much does Schrum Private Wealth Management, LLC manage?
Schrum Private Wealth Management, LLC reports $185.9 million in regulatory assets under management on its Form ADV.
How many employees does Schrum Private Wealth Management, LLC have?
Schrum Private Wealth Management, LLC reports 3 employees.
Where is Schrum Private Wealth Management, LLC located?
Schrum Private Wealth Management, LLC is based in Saint Augustine, FL and has been SEC-registered since 2021.
Does Schrum Private Wealth Management, LLC disclose fund performance?
Schrum Private Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3940 Lewis Speedway, Suite 2201, Saint Augustine, FL 32084 |
| Phone | 904-825-0422 |
| Fax | 888-549-0153 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| CIK | 1914987 |
| Discloses disciplinary history | No |
Regulatory AUM
$185.9M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 77%
Larger than 23% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$185.9Mregulatory AUM
Discretionary $185.8MNon-discretionary $102K