Schwallier Wealth Management

Overview

Schwallier Wealth Management opened in Grand Rapids, Michigan in 2007 after Adam Schwallier was among roughly 1,000 Morgan Stanley advisors let go in a single day. The termination crystallized his frustration with brokerage-firm production targets and commission-driven advice. He set up an independent registered investment adviser with a fee-only model, joining the National Association of Personal Financial Advisors to formalize the fiduciary commitment. The firm structures client portfolios through a four-step process — discovery, planning, proposal, and execution — then monitors and adjusts as life circumstances change. Its stated client segments include working professionals, retirees, women, and socially responsible investors, though the website does not name specific portfolio holdings, public or private fund commitments, or direct-deal activity. Operating from a single office at 535 Cascade West Parkway SE in Grand Rapids, the firm lists five staff — three financial advisors (Adam Schwallier, Mary Kathryn Britenfeld, Kyle Schwallier) and two executive assistants (Denise Nowicki, Angie Taylor). No AUM, deployment totals, or adjacent vehicles such as a philanthropic foundation appear in publicly available materials. Structurally, SWM is a boutique RIA that competes on the absence of product-based compensation. Its differentiator is the explicit rejection of the brokerage and insurance distribution model — a governance choice that removes revenue-related conflicts but also caps product shelf options to what a fee-only platform supports. Whether the firm intends to remain a single-office practice or expand across Michigan is not disclosed. SCHWALLIER WEALTH MANAGEMENT was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-06-08, it reported 3 employees; 885 advisory accounts; services including Financial planning, Pension consulting, Portfolio management for individuals and small businesses, Selection of other advisers; client categories including Charitable organizations, High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Fixed fees, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.