Mary J Atkinson
Investment adviser representative at Schrum Private Wealth Management, LLC
15 yearsExperience
1 stateRegistered in
$185.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Schrum Private Wealth Management, LLCSep 2021 to now
- Spire Investment PartnersMay 2011 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (FL).
Schrum Private Wealth Management, LLC
$185.9MAssets managed
173Clients
3Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4387763
- Firm CRD
- 312164