Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
284 clients
Average Client Portfolio
$603K average
Assets Under Management
$171.3M
Fee Structure
Minimum Investment:$500K
Financial Planning:Investment management only
Minimum Annual Fee:$5,000
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Contact
Adam David Schwallier
Location
607 Cascade West Parkway Se, Grand Rapids, MI, 49546
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam owns several LLCs (Tremont Holdings, Dick David, Chevalier Holdings, Chevalier Holdings 2, and Chevalier Holdings 3) that own commercial and agricultural real estate. He spends minimal time on these activities.
Employment History
Current Registrations
Schwallier Wealth Management
April 2010 - Present · 15 yrs 10 mos
Previous Registrations
Mosaic Planners and Advisors
April 2021 - December 2022 · 1 yr 8 mos
Steele Capital Management, INC.
December 2016 - August 2017 · 8 mos
Morgan Stanley
December 2002 - August 2005 · 2 yrs 8 mos
State Registrations2 states
INMI
Advisor
Exams
No exam information available for this advisor.
Additional Information
· Investment Committee Chair, Holy Spirit Education Foundation
Contact
Adam David Schwallier