CRD: 147384
Schwarz Dygos Wheeler Investment Advisors LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-12-2008
- Office Locations
- 3
Office Locations
About Schwarz Dygos Wheeler Investment Advisors LLC
Schwarz Dygos Wheeler Investment Advisors LLC is a Minneapolis-based RIA serving retail and institutional clients with financial planning and investment planning across retirement, tax, estate, charitable giving, and insurance needs. Portfolios lean heavily on ETFs and public funds, with custody through Fidelity/NFS. The firm also supports planning workflows with tools such as Black Diamond and Envestnet MoneyGuide.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
STEPHEN JOHN DYGOS
Managing Member, Managing Partner
- CRD
- #3273752
- Ownership
- 25% but less than 50%
JOSEPH WILLIAM SCHWARZ II
Managing Member, Principal
- CRD
- #2633754
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
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Jon Michael Hogan
--
- CRD
- #7626608
Emily Marie Nuth
--
- CRD
- #7565104
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $728,819,234 | $364,046 |
| Non-Discretionary | $1,535,032 | $767,516 |
| Total | $730,354,266 | $364,448 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | 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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