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| Schneider Downs Wealth Management Advisors LP
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|---|---|
| CRD # | 128591 |
| SEC # | 801-62441 |
| CIK # | 0001665359 |
| AUM | $2.2 BB (2023-03-27) |
| Employees | 29 (66% Investors, 0% Brokers) |
| Phone | 412-697-5200 |
| Address | One Ppg Place, Suite 1700 Pittsburgh, PA 15222 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| CIK | Period |
|---|---|
| 0001665359 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Federated Investors Inc /PA/ | 2,924.4 | 179.3 | |
| Microsoft Corp | 1,918,222.4 | 5.5 | |
| Apple Inc | 2,382,844.0 | 4.7 | |
| Farmers National Banc Corp /OH/ | 511.1 | 2.7 | |
| Remitly Global Inc | 1,378.2 | 2.6 | |
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| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 562 | 0.5 |
| (b) Individuals (high net worth individuals) | 66 | 0.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 103 | 0.8 |
| (h) Charitable organizations | 4 | 0.1 |
| (i) State or municipal government entities | 2 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 1,894 | 2.2 |
| By Discretionary | ||
| Discretionary | 1,777 | 1.6 |
| Non-Discretionary | 117 | 0.6 |
| Total | 1,894 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 1,894 | 2.2 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001665359] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Transform Wealth LLC
✚
|
CO | 2.2 |
|
Gerber Kawasaki Inc
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|
CA | 2.2 |
|
Rocky Mountain Advisers LLC
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|
KS | 2.2 |
|
Colony Family Offices LLC
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|
NC | 2.2 |
|
TA Realty LLC
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|
MA | 2.2 |
|
Financial Dimensions Group Inc
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|
MN | 2.2 |
|
Kellogg Asset Management LLC
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|
WI | 2.2 |
|
Dundas Partners LLP
✚
|
2.2 | |
|
Apexium Financial LP
✚
|
NY | 2.2 |
|
The Renaissance Group LLC
✚
|
KY | 2.2 |