Schwarz Dygos Wheeler Investment Advisors LLC
● SEC registered since 2008CRD 147384SEC# 801-69248Minneapolis, MN
Reg. AUM
$730.4M
Employees
7
Accounts
2,004
Location
Minneapolis, MN
Schwarz Dygos Wheeler Investment Advisors LLC assets under management
Schwarz Dygos Wheeler Investment Advisors LLC is an SEC-registered investment adviser based in Minneapolis, MN. The firm has been registered since 2008. It reports $730.4 million in regulatory assets under management and employs 7 people.
Schwarz Dygos Wheeler Investment Advisors LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin Jackson Wheeler Control | Managing Member/Chief Compliance Officer | 25-50% | 2008 |
| Joseph William Schwarz Control | Managing Member | 25-50% | 2008 |
| Stephen John Dygos Control | Managing Member | 25-50% | 2008 |
Frequently asked questions
How much does Schwarz Dygos Wheeler Investment Advisors LLC manage?
Schwarz Dygos Wheeler Investment Advisors LLC reports $730.4 million in regulatory assets under management on its Form ADV.
How many employees does Schwarz Dygos Wheeler Investment Advisors LLC have?
Schwarz Dygos Wheeler Investment Advisors LLC reports 7 employees.
Where is Schwarz Dygos Wheeler Investment Advisors LLC located?
Schwarz Dygos Wheeler Investment Advisors LLC is based in Minneapolis, MN and has been SEC-registered since 2008.
Does Schwarz Dygos Wheeler Investment Advisors LLC disclose fund performance?
Schwarz Dygos Wheeler Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 South 6th Street, Suite 1405, Minneapolis, MN 55402 |
| Phone | (612) 355 - 4360 |
| Fax | (612) 355 - 4361 |
| Office hours | 8:00 a.m. To 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1794153 |
| Discloses disciplinary history | No |
Regulatory AUM
$730.4M▲ 32%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 39%
Larger than 61% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$730.4Mregulatory AUM
Discretionary $728.8MNon-discretionary $1.5M