CRD: 128591
Schneider Downs Wealth Management Advisors, LP
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · MID Atlantic
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 24, 2025 and March 24, 2026, reported AUM increased 13.5%, from $2.9B to $3.3B.
Across 5 reported observations, AUM increased 33.7% between March 29, 2022 and March 24, 2026, from $2.5B to $3.3B.
Of the latest reported AUM, 63.5% is discretionary and 36.5% is non-discretionary.
The firm reports 22 advisory representatives and 786 clients, or 35.7 clients per representative. That equates to $4.2M in reported AUM per client.
The profile lists 2 reported office locations and 22 years in operation. The source data was last updated on March 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
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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
--
- 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
SMA allocation detail is available
Schneider Downs Wealth Management Advisors, LP has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Schneider Downs Wealth Management Advisors, LP's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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