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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Schwallier Wealth Management LLC
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|---|---|
| CRD # | 143329 |
| SEC # | 801-122547 |
| CIK # | 0001934951 |
| AUM | $171.3 M (2025-06-30) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 616-855-2051 |
| Address | 607 Cascade West Parkway SE Grand Rapids, MI 49546 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 3.7 | ||
| Apple Inc | 0.7 | ||
| Facebook Inc | 0.5 | ||
| Nvidia Corp | 0.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 232 | 84.4 |
| (b) Individuals (high net worth individuals) | 46 | 77.4 |
| (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 | 3 | 3.0 |
| (h) Charitable organizations | 3 | 6.5 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 808 | 171.3 |
| By Discretionary | ||
| Discretionary | 800 | 160.8 |
| Non-Discretionary | 8 | 10.4 |
| Total | 808 | 171.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 171.3 | |
| Total | 808 | 171.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001934951] |
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