CRD: 128591
Schneider Downs Wealth Management Advisors, LP
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-24-2003
- Office Locations
- 2
Office Locations
About Schneider Downs Wealth Management Advisors, LP
Schneider Downs Wealth Management is the advisory arm of Schneider Downs, combining wealth management with in-house tax and private client planning. The team serves individuals, families, and entrepreneurs with financial planning, estate/tax coordination, and retirement solutions, implementing diversified portfolios via active management and asset allocation using ETFs and mutual funds. Custody commonly through Schwab and Fidelity.
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Owner & Executives
Michael Arthur Divens
Analyst, Chief Compliance Officer
- CRD
- #6637759
- Ownership
- Less than 5%
DEREK JOSEPH EICHELBERGER
Chief Executive Officer, Wealth Management Advisor
- CRD
- #4644258
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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Tyler J Barnes
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- CRD
- #7438790
EVAN MATTHEW BIGGS
Senior Wealth Manager
- CRD
- #6321623
Showing 2 of 23 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,099,813,361 | $1,135,034 |
| Non-Discretionary | $1,205,974,685 | $11,823,281 |
| Total | $3,305,788,046 | $1,693,539 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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