Schneider Downs Wealth Management Advisors Surpasses $3 Billion in Assets Under Management
Schneider Downs Wealth Management Advisors Eclipses $3 Billion AUM
Schneider Downs Wealth Management Advisors (SDWMA) has exceeded $3 billion in assets under management (AUM), a significant milestone since its founding in 2000.
“Surpassing $3 billion in assets under management is an accomplishment for which we are extremely proud,” said Derek Eichelberger, CEO of Schneider Downs Wealth Management Advisors. “This milestone represents the steady and sustained trust our clients place in our practice. Their confidence has enabled us to grow and thrive, and for that, we are truly grateful.”
Assets under management represent the total market value of investments that a financial entity manages on behalf of clients. AUM is considered a key metric for evaluating a firm's performance and credibility in the financial industry.
Since its inception, Schneider Downs Wealth Management Advisors has provided investment and retirement planning services rooted in fiduciary principles, transparent fee structures, and goal-based decision-making. For more information, visit www.sdwealthmanagement.com.
Schneider Downs Wealth Management Advisors, LP, is a registered investment adviser with the U.S. Securities and Exchange Commission. The firm offers fee-based investment management, financial planning, and retirement advisory services. The information provided is for general purposes and should not be considered investment, tax, or legal advice. Individual circumstances vary, and advice should be coordinated with personal financial professionals. Registration with the SEC does not imply any specific level of skill or training.
*Schneider Downs Wealth Management Advisors surpassed the $3 billion in AUM threshold on September 30, 2024.
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Sean Smith
Schneider Downs
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