# Schneider Downs Wealth Management Advisors

Schneider Downs Wealth Management Advisors is a RIA based in Pittsburgh, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Pittsburgh, United States
- **Region:** North America
- **Address:** Pittsburgh, PA, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** sdwealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/schneider-downs

## Regulatory record

- **CRD number:** 128591
- **SEC file number:** 801-62441
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/128591

## About

Launched in 2000 as the wealth advisory arm of Schneider Downs, the Pittsburgh-based accounting and consulting firm founded in 1956, SDWMA is a registered investment advisor regulated by the SEC since 2003. It operates as the private-client extension of a firm that expanded from audit into management consulting, tax, cybersecurity, and risk advisory across Pittsburgh and Columbus. The wealth management team draws on that infrastructure to serve business owners and high-net-worth families, focusing on financial planning and discretionary portfolio management. The firm’s strategy centers on comprehensive planning — investment management, retirement planning, and business transition strategy — for individuals, trusts, estates, and charitable organizations. The dual-city footprint anchors the practice in the Pittsburgh and Columbus markets, where the parent firm has maintained a presence since 1956 and 1989, respectively. SDWMA operates two offices and draws from the broader Schneider Downs professional base. The firm publishes periodic thought leadership on topics like 401(k) plan positioning, reflecting its focus on retirement-plan outcomes. Philanthropic planning and business transition strategies are woven into the client conversation, though no separate foundation or dedicated multi-family office vehicle is disclosed. In 2003, the firm registered with the SEC as an investment advisor, formalizing its fiduciary posture. What distinguishes SDWMA is its structural embedding inside an accounting firm, where tax, audit, and advisory resources sit under the same roof as wealth management. That setup gives its advisors real-time visibility into a client’s operating business, tax liability, and estate structure without needing to coordinate across separate firms.

## Offices

- Columbus, OH, United States

## Questions

### Is Schneider Downs Wealth Management Advisors structured as a trust company or a registered investment advisor?

SDWMA operates as a registered investment advisor, having registered with the SEC in 2003. It is not a trust company. The firm acts as a fiduciary under the RIA regulatory framework, providing financial planning and portfolio management to individuals, trusts, estates, and charitable organizations.

### Does SDWMA participate in alternative investments, or is it limited to traditional portfolios?

Publicly available materials emphasize financial planning, investment management, and retirement planning, without detailing specific asset classes. The firm does not disclose a dedicated alternatives team or fund structures. Allocators evaluating SDWMA should clarify its posture on private-market allocations during due diligence.

## Related profiles

- [Schneider Brothers](https://altss.com/profile/schneider-brothers)
- [Schneider Electric](https://altss.com/profile/schneider-electric)

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Last updated: 2026-08-11T02:43:31.692Z

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