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Schaefer Wealth Management, Inc.
SCHAEFER WEALTH MANAGEMENT, INC. is an SEC-registered investment adviser in WATERLOO, IL.
Schaefer Wealth Management, Inc.
SCHAEFER WEALTH MANAGEMENT, INC. is an SEC-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
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
—
Principals
Thomas W. Schaefer
President
James R. Schaefer
Vice President
Frequently asked questions
Who leads investment decisions at Schaefer Wealth Management?
Thomas W. Schaefer serves as President and likely oversees the investment process, while James R. Schaefer, Vice President, assists in client advising. No formal CIO or dedicated investment committee is publicly listed (per public record).
Is Schaefer Wealth Management structured as a single or multi-family office?
The firm operates as a multi-family office, serving multiple high-net-worth families rather than a single founding family. Its RIA registration allows it to provide fiduciary wealth management to clients (per public record).
What investment products does Schaefer Wealth Management use?
Public filings indicate the firm allocates client portfolios across equities, fixed income, and alternative investments. No specific direct deals or co-investment strategies have been disclosed (per public record).
Does Schaefer Wealth Management participate in direct deals or private equity?
No public evidence of direct private equity or venture capital transactions exists. The firm appears to rely on traditional asset allocation and third-party investment vehicles (per public record).
Where does the underlying wealth at Schaefer Wealth Management originate?
The origin of client wealth is not publicly disclosed. The firm's website and filings focus on services, not client backgrounds, so no family-specific wealth source can be attributed (per public record).
How does Schaefer Wealth Management source investment opportunities?
As a registered investment advisor, the firm typically sources investments through third-party research, mutual funds, and separately managed accounts. No proprietary deal-sourcing is documented (per public record).
What is the tax strategy approach at Schaefer Wealth Management?
Public materials highlight tax-efficient estate planning as a core service, likely using trusts, gifting strategies, and charitable vehicles to minimize client tax burdens (per public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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