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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Schrum Private Wealth Management LLC
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| CRD # | 312164 |
| SEC # | 801-122172 |
| CIK # | 0001914987 |
| AUM | $166.4 M (2025-03-13) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 904-825-0422 |
| Address | 3940 Lewis Speedway Saint Augustine, FL 32084 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 8.3 | ||
| Apple Inc | 4.9 | ||
| J P Morgan Chase & Co | 3.3 | ||
| VISA Inc | 2.4 | ||
| AbbVie Inc | 2.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 1.9 | ||
| American Water Works Company Inc | 1.9 | ||
| Palo Alto Networks Inc | 1.8 | ||
| Accenture PLC | 1.7 | ||
| Oracle Corp | 1.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 128 | 64.2 |
| (b) Individuals (high net worth individuals) | 24 | 101.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.2 |
| (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 | 2 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 309 | 166.4 |
| By Discretionary | ||
| Discretionary | 308 | 166.2 |
| Non-Discretionary | 1 | 0.2 |
| Total | 309 | 166.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 166.4 | |
| Total | 309 | 166.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001914987] |
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OH | 0.2 |
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0.2 | |
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WV | 0.2 |
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FL | 0.2 |