Multi-Family OfficeRIA · CRD 144166SEC-Registered

Updated:

Schneider Wealth Management

Schneider Wealth Management is a multi-family office serving US families with investment advisory, estate planning, and private market access.

Schneider Wealth Management

Schneider Wealth Management is a multi-family office that provides outsourced wealth management to families who do not maintain their own full-service family office infrastructure. The firm likely functions as an aggregator of investment and administrative services, acting on behalf of multiple families while preserving each client's privacy. The firm invests across traditional public equities and fixed income, with a reported emphasis on alternative assets including private equity, real estate, and hedge funds. Geographic footprint appears concentrated in the United States, though client portfolio allocations may span global markets. No publicly disclosed data exists on the size of the firm's team, number of families served, or total assets under management. No recent operational events were identified in public records. The firm has not disclosed relationships with philanthropic foundations or operating companies. Schneider Wealth Management distinguishes itself by offering family office services without requiring clients to build their own infrastructure. This makes it accessible to families whose wealth levels fall below the threshold for a dedicated single-family office. The firm likely competes with other multi-family offices and private wealth advisory shops for a similar client base.

General information

Firm type

Multi Family Office

Year founded

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Corporate office

United States

Sector focus

Wealth ManagementFamily Office ServicesPrivate Wealth

Frequently asked questions

Who runs investment decisions at Schneider Wealth Management?

The firm has not publicly named its CEO, CIO, or principal investment committee members. Public records do not identify a named operator.

Is Schneider Wealth Management structured as a single family office or multi-family office?

The firm presents itself as a multi-family office, serving multiple families. It does not operate as a single-family office tied to one wealth source.

What investment stages or strategies does Schneider Wealth Management target?

The firm likely covers traditional asset classes—public equities, fixed income—alongside alternatives such as private equity, real estate, and hedge funds. Specific stage preferences have not been disclosed.

Does Schneider Wealth Management participate in direct investments or only fund commitments?

The firm's public posture suggests a broad advisory and execution role. Whether it deploys capital directly via co-investments or solely through pooled funds is not publicly detailed.

How does Schneider Wealth Management source its deal flow?

Deal sourcing methods are not disclosed. As a multi-family office, it may leverage relationships with investment banks, private equity firms, and family office networks.

What is the firm's known posture on philanthropic or impact investing?

Schneider Wealth Management has not publicly disclosed any dedicated philanthropic structures or impact investment mandates.

What wealth origin do clients of Schneider Wealth Management typically represent?

Client wealth origins are not disclosed by the firm. The firm serves high-net-worth families, but neither the source of the underlying fortunes nor the identity of any client families is public.

Profile maintained by 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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