Skip to content
SW
Multi-Family OfficeRIA · CRD 145992State-Registered Investment Adviser

Updated:

Schaefer Wealth Management, Inc.

SCHAEFER WEALTH MANAGEMENT, INC. is a state-registered investment adviser in WATERLOO, IL. The firm manages $83 million in assets, $77 million on a...

Overview

SCHAEFER WEALTH MANAGEMENT, INC. is a state-registered investment adviser in WATERLOO, IL. The firm manages $83 million in assets, $77 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Principals

Thomas W. Schaefer

President

James R. Schaefer

Vice President

Profile maintained by Altss. Updated: . To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.

Research Schaefer Wealth Management, Inc. in Altss

Explore available research and relationship coverage for this adviser in Altss.

Book a demo

Browse by category

More Multi Family Office profiles