Adam David Schwallier
Investment adviser representative at Schwallier Wealth Management
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$197MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Schwallier Wealth Management LLCSep 2007 to now
- Mosaic Planners and AdvisorsMar 2021 to Dec 2022
- Steele Capital Management, Inc.Dec 2016 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 2 states (IN, MI).
Schwallier Wealth Management
Legal name: Fee-only Fiduciary Advisors LLC
$197MAssets managed
292Clients
3Advisers
4 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
- 4431899
- Firm CRD
- 143329