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- Custodian
- Charles Schwab & Company · Goldman Sachs · Raymond James · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-01-1994
- Office Locations
- 1
Office Locations
About Scholtz & Company, LLC
Scholtz & Company, LLC is a Stamford, CT fiduciary wealth manager providing personalized investment management and financial advice. The firm emphasizes long-term relationships—many clients have stayed 25+ years—and an active portfolio management approach led by President/Portfolio Manager Peter Scholtz. Portfolios are built primarily with ETFs and investment-grade fixed income, serving both retail and institutional clients, with custody including Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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Owner & Executives
PETER DWIGHT SCHOLTZ
Portfolio Manager, President
- CRD
- #873183
- Ownership
- 50% but less than 75%
PATRICIA GILDEA
PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $340,511,697 | $896,083 |
| Non-Discretionary | $0 | -- |
| Total | $340,511,697 | $896,083 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | 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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