$197.0M Total AUM
$197.0M Disc. AUM
10.5% 3Y CAGR
3 Employees
293 ADV. Clients
16 yrs Firm Age
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- Custodian
- Altruist · Fidelity/NFS · Fiduciary Trust · LPL Financial · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-26-2010
- Office Locations
- 1
Office Locations
535 Cascade West Parkway SE Grand Rapids MI
About Schwallier Wealth Management
Schwallier Wealth Management is an independent, fee-only RIA providing fiduciary financial planning and ongoing portfolio management for working professionals and retirees. The firm emphasizes conflict-free advice and aligning portfolios with client values and goals, using primarily ETF-based allocations. Founded by former brokerage advisor Adam Schwallier, SWM is a NAPFA member.
Team overview
-- AVG AGE
$65.7M AVG AUM / ADVISOR
$672.4K AVG AUM / CLIENT
7.9 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
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Platform
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Services
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Technology
Available
Owner & Executives
ADAM DAVID SCHWALLIER
Chief Compliance Officer, Managing Member, President
- CRD
- #4431899
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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Mary Kathryn Britenfeld
Financial Advisor
- CRD
- #7077624
Available
Available
Available
K
KYLE R SCHWALLIER
Financial Advisor
- CRD
- #6621347
Available
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Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $197,020,227 | $222,622 |
| Non-Discretionary | $0 | -- |
| Total | $197,020,227 | $222,622 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | 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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