CRD: 312164
Schrum Private Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-30-2021
- Office Locations
- 2
Office Locations
About Schrum Private Wealth Management, LLC
Schrum Private Wealth Management is a fee-only, fiduciary advisory firm focused on helping people plan and invest for retirement through a structured discovery-to-plan process and long-term client relationships. The team includes CFP, CIMA, and NSSA professionals. Portfolios skew heavily to ETFs and are commonly custodied at Schwab or Fidelity, supporting commission-free implementation.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ERIC LEWIS SCHRUM
Advisor, Chief Compliance Officer, President
- CRD
- #6605854
- Ownership
- 50% but less than 75%
OWEN L SCHRUM
Chief Investment Officer, Financial Advisor, General Partner
- CRD
- #1259777
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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MARY J ATKINSON
President
- CRD
- #4387763
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $185,845,523 | $524,987 |
| Non-Discretionary | $102,220 | $102,220 |
| Total | $185,947,743 | $523,796 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | 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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