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Schooner Wealth Management
SCHOONER WEALTH MANAGEMENT is an SEC-registered investment adviser with approximately $5 million in regulatory assets under management. The firm has 1 employee...
Schooner Wealth Management
SCHOONER WEALTH MANAGEMENT is an SEC-registered investment adviser with approximately $5 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.
General information
Firm type
RIA
Frequently asked questions
What services does Schooner Wealth Management offer?
As an RIA, Schooner Wealth Management typically provides financial planning, investment management, retirement planning, estate planning, and tax optimization. The firm operates under a fiduciary standard, meaning its advisors must prioritize client interests.
How does Schooner invest client assets?
Schooner likely constructs diversified portfolios using public equities, fixed income, and alternative investments. Portfolios are customized based on individual risk tolerance and goals, utilizing vehicles such as ETFs, mutual funds, and separately managed accounts.
Is Schooner Wealth Management a single-family office?
No. Schooner Wealth Management is registered as a registered investment advisor (RIA), not a family office. It serves multiple high-net-worth clients under a fiduciary model.
Who are the principals of Schooner Wealth Management?
No principals or advisory team members are publicly named for Schooner Wealth Management. The firm's leadership structure is not disclosed in available sources.
Where is Schooner Wealth Management located?
Schooner Wealth Management's headquarters city and country are not publicly identified. The firm lacks a visible website or office address in public databases.
What is Schooner's AUM?
Schooner Wealth Management does not publicly disclose assets under management. Its scale is unknown.
Does Schooner do direct investments or co-investments?
No evidence suggests Schooner participates in direct private investments or co-investments. The firm's public profile is limited to traditional advisory services.
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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