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- Custodian
- Charles Schwab & Company · JP Morgan · Trade-PMR
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-31-2015
- Office Locations
- 1
Office Locations
About W. Swartz & Co., LLC
W. Swartz & Co., LLC is a fee-only fiduciary RIA providing concierge-style wealth management for individuals, families, and business owners. The firm delivers comprehensive financial planning alongside ongoing investment management aimed at long-term goals, with planning support for tax reduction, insurance, real estate, education funding, and estate/legacy needs. Portfolios are implemented primarily with ETFs (custodied at Schwab) and the firm is state-registered in Missouri and Texas.
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Owner & Executives
WYATT W SWARTZ
Chief Compliance Officer, Managing Member
- CRD
- #5816402
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOSEPH GREGORY SCHERER JR
Financial Advisor
- CRD
- #5836528
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $38,800,600 | -- |
| Non-Discretionary | $0 | -- |
| Total | $38,800,600 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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