Schneider Downs Wealth Management Advisors LP


Assets, Funds, Holdings

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Schneider Downs Wealth Management Advisors LP
CRD #128591
SEC #801-62441
CIK #1665359
AUM $1.8 BB (64% Disc, 100% US, 2020-03-27)
Employees24 (71% Investors, 4% Brokers)
AddressOne Ppg Place, Suite 1700
Pittsburgh, PA 15222
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
VO 13.6
VEA 8.9
IWR 8.5
SCHF 8.2
IWF 6.9
JPIN 5.1
SCHX 2.9
EFV 2.6
SCHE 2.5
SPY 2.5
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
LVW Advisors LLC
NY 1.8
Tucker Anthony Incorporated
MA 1.8
Stoneridge PMG Advisors LLC
PA 1.8
Capital Counsel LLC
NY 1.8
Gibson Capital LLC
PA 1.8
Tower Wealth Managers Inc
MO 1.8
Meritage Portfolio Management Inc
KS 1.8
Legacy Advisors LLC
PA 1.8
6 Meridian LLC
KS 1.8
Dunham & Associates Investment Counsel Inc
CA 1.8
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