SCHRUM PRIVATE WEALTH MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $185.9M |
| Discretionary | $185.8M100% of AUM |
| Non-Discretionary | $102K |
| Client Accounts | 355 |
| Avg Account Size | $524K |
| Employees | 3 |
| Peak AUM | $185.9MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $186M | +11.7% | +12.1% | — | |
| Discretionary AUM | $186M | ||||
Key Metrics
| Total AUM | $185.9M |
| Discretionary | $185.8M |
| Employees | 3 |
| Client Accounts | 355 |
| Client Range | 1-10 |
Contact & Location
Address
3940 LEWIS SPEEDWAY
SAINT AUGUSTINE FL 32084
Phone
904-825-0422
Filing History
22 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$186M
99.9% of AUM
Non-Discretionary
$102,220
0.1% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported