CRD: 143049
Williams AND Schiller Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-18-2007
- Office Locations
- 1
Office Locations
About Williams AND Schiller Wealth Management, LLC
Williams and Schiller Wealth Management, LLC is a Sandpoint, Idaho RIA providing financial planning and portfolio management for retirees, business owners, and entrepreneurs. The firm focuses on asset allocation and risk management using ETFs and mutual funds, with planning support across tax, estate, and insurance needs, plus real estate/DST strategies. Custodied at Charles Schwab and supports held-away assets via Pontera.
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Owner & Executives
MARK ANDREW SCHILLER
Chief Compliance Officer, Partner, PRINCIPAL
- CRD
- #4708073
- Ownership
- 50% but less than 75%
BRAD J. WILLIAMS
Partner, PRINCIPAL
- CRD
- #5280450
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,669,000 | $445,273 |
| Non-Discretionary | $0 | -- |
| Total | $120,669,000 | $445,273 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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