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| Schneider Downs Wealth Management Advisors LP
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|---|---|
| CRD # | 128591 |
| SEC # | 801-62441 |
| CIK # | 0001665359 |
| AUM | 3,305.8 M (2026-03-24) |
| Employees | 28 (79% Investors, 0% Brokers) |
| Phone | 412-697-5200 |
| Address | One Ppg Place, Suite 1700 Pittsburgh, PA 15222 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Federated Investors Inc /PA/ | 154.7 | ||
| Apple Inc | 8.6 | ||
| Microsoft Corp | 4.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 569 | 0.6 |
| (b) Individuals (high net worth individuals) | 94 | 1.2 |
| (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 | 108 | 1.3 |
| (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 | 1,952 | 3.3 |
| By Discretionary | ||
| Discretionary | 1,850 | 2.1 |
| Non-Discretionary | 102 | 1.2 |
| Total | 1,952 | 3.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.3 | |
| Total | 1,952 | 3.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001665359] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.5B |
| Serves | Institutional, Retail |
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|---|---|---|
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