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- Custodian
- Charles Schwab & Company ยท JP Morgan
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-16-2019
- Office Locations
- 1
Office Locations
About Cowling BAY Wealth Management, LLC
Cowling Bay Wealth Management is an independent, fiduciary wealth management boutique in Oshkosh, Wisconsin, serving clients across the state. The firm provides financial planning, tax-aware wealth planning, retirement income distribution strategies, and in-house portfolio management focused on consistent growth with reduced volatility. Portfolios are primarily ETF-based, with custody through Charles Schwab.
Team overview
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Investment Themes
Investment Vehicles
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Owner & Executives
DAVID ROBERT SCHEDLER
Chief Compliance Officer, Investment Advisor, President
- CRD
- #1201198
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,490,197 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,490,197 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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