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Williams and Schiller Wealth Management
Williams and Schiller Wealth Management, LLC is an SEC-registered investment adviser in Sandpoint, ID, registered since 2026. The firm manages approximately...
Williams and Schiller Wealth Management
Williams and Schiller Wealth Management, LLC is an SEC-registered investment adviser in Sandpoint, ID, registered since 2026. The firm manages approximately $121 million in assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Location
Region
North America
Principals
Joseph Schiller
President & CEO
Thomas Williams
Chief Compliance Officer
Sector focus
Frequently asked questions
Who runs investment decisions at Williams and Schiller Wealth Management?
President and CEO Joseph Schiller serves as the firm's senior investment decision-maker, structuring client portfolios using mutual funds, ETFs, and insurance-linked products from third-party asset managers. The firm does not employ a dedicated CIO or maintain an internal investment committee beyond Schiller's direct oversight. His FINRA registration records confirm continuous industry tenure dating to 1986.
Is Williams and Schiller structured as a registered investment advisor or a broker-dealer?
The firm maintains dual registration — it is both an SEC-registered investment advisor and a FINRA-member broker-dealer. This allows it to offer fee-based advisory accounts alongside commissionable brokerage transactions. The structure is common among retail-focused practices that need flexibility to serve accounts across different fee models and product types.
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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