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Schrum Private Wealth Management, LLC CRD 312164
$186M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3940 Lewis Speedway Suite 2201, Saint Augustine, FL 32084 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-10-20 |
Branch Locations
3940 Lewis Speedway Ste 2201, St. Augustine, FL 32084 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Spire Investment Partners | St. Augustine | FL | 05/2011 | Present |
| Schrum Private Wealth Management | St. Augustine | FL | 09/2021 | Present |
IAR OF SPIRE WEALTH MANAGEMENT AND AN AGENT OF SPIRE INSURANCE AGENCY, BOTH AFFILIATED FIRMS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-01 |
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