CRD: 145992
Schaefer Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-03-2009
- Office Locations
- 1
Office Locations
About Schaefer Wealth Management, Inc.
Schaefer Wealth Management is an independent advisory firm serving clients since 1989, delivering comprehensive financial planning, holistic investment management, and retirement income strategies. The firm uses a repeatable “PLAN Success Cycle” and portfolio framework (Quadrant Plan/Portfolio Pillars) to coordinate planning across investment, retirement, tax, legacy, and risk. Custody through Schwab or LPL; publishes monthly market review commentary.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DWIGHT JOHN SCHAEFER
Managing Member, Owner, President, PRINCIPAL
- CRD
- #1966520
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,466,900 | -- |
| Non-Discretionary | $5,287,011 | -- |
| Total | $82,753,911 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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