Williams and Schiller Wealth Management, LLC
● SEC registered since 2026CRD 143049SEC# 801-134243Sandpoint, ID
Reg. AUM
$120.7M
Employees
2
Accounts
271
Location
Sandpoint, ID
Williams and Schiller Wealth Management, LLC assets under management
Williams and Schiller Wealth Management, LLC is an investment advisory firm registered with the SEC based in Sandpoint, ID. The firm has been registered since 2026. It reports $120.7 million in regulatory assets under management and employs 2 people.
Williams and Schiller Wealth Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brad J. Williams Control | Principal | 50-75% | 2007 |
| Mark Andrew Schiller Control | Principal/Cco | 50-75% | 2007 |
Frequently asked questions
How much does Williams and Schiller Wealth Management, LLC manage?
Williams and Schiller Wealth Management, LLC reports $120.7 million in regulatory assets under management on its Form ADV.
How many employees does Williams and Schiller Wealth Management, LLC have?
Williams and Schiller Wealth Management, LLC reports 2 employees.
Where is Williams and Schiller Wealth Management, LLC located?
Williams and Schiller Wealth Management, LLC is based in Sandpoint, ID and has been SEC-registered since 2026.
Does Williams and Schiller Wealth Management, LLC disclose fund performance?
Williams and Schiller 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 | 708 Superior Street, Sandpoint, ID 83864 |
| Phone | 208-265-5959 |
| Fax | 208-265-9415 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$120.7M▲ 4%
Jul '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$120.7Mregulatory AUM
Discretionary $120.7M