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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-10-2024
- Office Locations
- 1
Office Locations
About Schneider Wealth Management
Schneider Wealth Management provides fee-only financial planning and investment guidance for engineers and tech executives, helping clients navigate high-stakes decisions, tax minimization, and goal-aligned wealth strategy. Led by CFP® Meredith H. Schneider (27+ years’ experience), the firm serves tech-industry clients in Palo Alto and worldwide and typically implements portfolios with a strong ETF emphasis, including through Schwab custody.
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Owner & Executives
MEREDITH HALL SCHNEIDER
Chief Compliance Officer, Principal
- CRD
- #3082569
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,849,605 | $730,974 |
| Non-Discretionary | $0 | -- |
| Total | $149,849,605 | $730,974 |
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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 |
| Total | Available | Available |
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