Dakota
Dakota
Book a Demo
Talk to an Expert

Schwallier Wealth Management, LLC

EST. AUM
$197,020,227

CONTACTS
3

CLIENT ACCOUNTS
885

Firm Details

Metro area Grand Rapids
CRD Number 143329
Website swmadvisor.com
Client types

Overview

Schwallier Wealth Management (SWM) is a Registered Investment Advisor (RIA) firm founded in 2007 by Adam Schwallier, who brought over 10 years of industry experience. The firm was established to provide direct client services without the limitations of a broker-dealer. As a fiduciary, SWM is committed to acting in the client's best interests and transparently disclosing any conflicts of interest. Operating as a fee-only firm, SWM exclusively serves its clients and does not accept commission revenue, thereby avoiding potential conflicts of interest. This client-focused approach has enabled SWM to grow from a single-advisor office to a multiple-advisor team with a robust staff.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy