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| Happy Holidays!! thanks for using AUM13F!! |
| Oelschlager Investments LLC
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|---|---|
| CRD # | 306035 |
| SEC # | 801-117587 |
| CIK # | |
| AUM | $63.1 M (2025-03-19) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Phone | 330-664-9920 |
| Address | 4040 Embassy Pkwy Suite 320 Akron, OH 44333 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 20 | 16.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 2 | 46.7 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 22 | 63.1 |
| By Discretionary | ||
| Discretionary | 22 | 63.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 22 | 63.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 63.1 | |
| Total | 22 | 63.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Financial Planning Associates LLC
✚
|
NY | 0.1 |
|
Planrock Wealth Management LLC
✚
|
TN | 0.1 |
|
Weigel Fiduciary Asset Management
✚
|
0.1 | |
|
Great Northern Asset Management Inc
✚
|
FL | 0.1 |
|
Empiric Advisors Inc
✚
|
TX | 0.1 |
|
Investment Research Corp
✚
|
CO | 0.1 |
|
Wright Private Asset Management LLC
✚
|
CT | 0.1 |
|
Stewardship Partners Investment Counsel Inc
✚
|
0.1 | |
|
World Capital Advisors LLC
✚
|
CO | 0.1 |
|
Wealthfd LLC
✚
|
PA | 0.1 |