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SCWM, LLC

EST. AUM
$132,887,325

CONTACTS

CLIENT ACCOUNTS
412

Firm Details

Metro area Portland, OR
CRD Number 342323
Website schonfeldwm.com
Client types

Overview

SCWM, LLC (also registered alongside BSWM Holdings, LLC) is a Portland, Oregon-based independent Registered Investment Advisory (RIA) firm that operates under a fiduciary standard. Officially registered with the SEC in May 2026, the firm provides ongoing and continuous portfolio management alongside comprehensive, stand-alone financial planning and consulting services to retail clients. SCWM focuses on building long-term wealth strategies tailored to individual risk tolerances and life timelines. To ensure objective, conflict-free advice, the firm selects independent third-party managers to assist in optimizing performance across its account structures.

Platform Details

Investment Preferences

Alternative Activity

Address

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

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