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| Happy Holidays!! thanks for using AUM13F!! |
| Schneider Downs Wealth Management Advisors LP
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|---|---|
| CRD # | 128591 |
| SEC # | 801-62441 |
| CIK # | 0001665359 |
| AUM | $2.9 B (2025-07-24) |
| Employees | 27 (78% Investors, 0% Brokers) |
| Phone | 412-697-5200 |
| Address | One Ppg Place, Suite 1700 Pittsburgh, PA 15222 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 11.1 | ||
| Apple Inc | 5.6 | ||
| Federated Investors Inc /PA/ | 3.5 | ||
| Raymond James Financial Inc | 3.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 547 | 0.6 |
| (b) Individuals (high net worth individuals) | 83 | 1.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 111 | 1.1 |
| (h) Charitable organizations | 5 | 0.1 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 8 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,015 | 2.9 |
| By Discretionary | ||
| Discretionary | 1,919 | 1.9 |
| Non-Discretionary | 96 | 1.0 |
| Total | 2,015 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.9 | |
| Total | 2,015 | 2.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001665359] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Marcum Wealth LLC
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|
OH | 3.0 |
|
Leavell Investment Management Inc
✚
|
AL | 3.0 |
|
SRH Advisors LLC
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KS | 3.0 |
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Shapiro Capital Management LLC
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GA | 2.9 |
|
Guardian Partners Inc
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|
2.9 | |
|
Midland Wealth Advisors LLC
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IL | 2.9 |
|
Meyer Handelman Company LLC
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|
NY | 2.9 |
|
Csenge Advisory Group LLC
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|
FL | 2.9 |
|
Visionary Wealth Advisors LLC
✚
|
MO | 2.9 |
|
Inspire Investing LLC
✚
|
ID | 2.9 |