Hedge Fund Database

SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP

Adviser information for SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP last updated from Form ADV on March 28th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Partnership
Fiscal Year End DECEMBER
Legal Location Pennsylvania, United States

Employees

Total Number of Employees 27
Investment Advisory/Research 21
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 21
Licensed Agents of an Insurance Company 4
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,925 $1.7B
Non-Discretionary 111 $885.5M
Total 2,036 $2.6B

Clients

Type Number RAUM
Individuals 580 $568.5M
HNW Individuals 67 $946.7M
Banking or thrift institutions <5 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 110 $918.1M
Charitable organizations 6 $68.5M
State or municipal gov entities <5 $27.4M
Other investment advisers <5 $0
Insurance companies <5 $0
Sovereign wealth funds and foreign official institutions <5 $0
Corporations or other businesses 10 $85.7M
Other 0 $0
Type Number
No. of Non-RAUM Clients 1
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 26-50

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-62441
SEC ERA File Number 801-62441
SEC CIK Numbers 1665359
SEC CRD Numbers 128591
Legal Entity Identifier None

Principal Office

ONE PPG PLACE, SUITE 1700
PITTSBURGH
PA
United States
Monday - Friday, 8AM-5PM
Tel: 412-697-5200, Fax: 412-261-4876

Websites

www.schneiderdowns.com www.sdwealthmanagement.com www.linkedin.com/showcase/schneider-downs-wealth-management-advisors-lp-/ www.youtube.com/channel/ucvrwifcvv0via97-xzcjgha www.facebook.com/sdwealthmgmt /

Chief Compliance Officer

NANCY L. SKEANS
ONE PPG PLACE, SUITE 1700
PITTSBURGH
PA
United States
Tel: 412-697-5376
Fax: 412-261-4876
(Full email address available in API data)

Regulatory Contact

PAULETTE R. AITES
DIRECTOR OF OPERATIONS
ONE PPG PLACE, SUITE 1700
PITTSBURGH
PA
United States
Tel: 412-697-5297
Fax: 412-261-4876
(Full email address available in API data)

Industry Affiliates

SCHNEIDER DOWNS & CO., INC. Accountant or accounting firm
SCHNEIDER DOWNS CORPORATE FINANCE, LP Broker-dealer, municipal securities dealer, or gov securities broker or dealer
SCHNEIDER DOWNS INSURANCE ADVISORS, LP Insurance company or agency

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
SCHNEIDER DOWNS ADVISORS II LLC Domestic Entity – GENERAL PARTNER 06/2004 < 5%
SCHNEIDER DOWNS FINANCIAL ADVISORS, LP Domestic Entity SCHNEIDER DOWNS ADVISORS II LLC MEMBER 06/2004
SKEANS, NANCY, LYNN Individual – CHIEF COMPLIANCE OFFICER 09/2019 < 5%
EICHELBERGER, DEREK, JOSEPH Individual – CHIEF EXECUTIVE OFFICER 10/2023 < 5%
Pascuzzi, Christopher, J. Individual – CHIEF FINANCIAL OFFICER 02/2019 < 5%
SCHNEIDER DOWNS FINANCIAL ADVISORS LP Domestic Entity – LIMITED PARTNER 06/2004 > 75%
SCHNEIDER DOWNS ADVISORS LLC Domestic Entity SCHNEIDER DOWNS FINANCIAL ADVISORS, LP GENERAL PARTNER 06/2004

No. Employees, Historic

30150201920202021202220232024202519 on 8/29/201919 on 10/16/201919 on 10/17/201924 on 3/27/202024 on 6/24/202024 on 6/25/202024 on 3/23/202126 on 3/29/202229 on 3/27/202329 on 10/3/202327 on 3/28/2024

RAUM, Historic

3B2B020192020202120222023202420251425084113 on 8/29/20191425084113 on 10/16/20191425084113 on 10/17/20191817930115 on 3/27/20201817930115 on 6/24/20201817930115 on 6/25/20202114935226 on 3/23/20212471843351 on 3/29/20222175010746 on 3/27/20232175010746 on 10/3/20232614783099 on 3/28/2024

No. Clients, Historic

80040002019202020212022202320242025548 on 8/29/2019548 on 10/16/2019548 on 10/17/2019624 on 3/27/2020624 on 6/24/2020624 on 6/25/2020665 on 3/23/2021700 on 3/29/2022742 on 3/27/2023742 on 10/3/2023776 on 3/28/2024

Holdings

From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 263K 2K –
ALPHABET INC CAP STK CL C 639K 3K –
ALPHABET INC CAP STK CL A 1M 6K –
AMAZON COM INC COM 773K 4K –
AMGEN INC COM 869K 3K –
ANSYS INC COM 2M 5K –
APPLE INC COM 8M 39K –
BANK NEW YORK MELLON CORP COM 217K 4K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 397K 976 –
BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS 325K 9K –
BROOKFIELD CORP CL A LTD VT SH 1M 32K –
BROOKFIELD INFRAST PARTNERS LP INT UNIT 422K 15K –
CBIZ INC COM 2M 24K –
CHENIERE ENERGY INC COM NEW 278K 2K –
CISCO SYS INC COM 271K 6K –
COMCAST CORP NEW CL A 207K 5K –
COSTCO WHSL CORP NEW COM 659K 775 –
CSX CORP COM 205K 6K –
D-WAVE QUANTUM INC COM 14K 13K –
EATON CORP PLC SHS 2M 6K –
ELI LILLY & CO COM 218K 241 –
EXXON MOBIL CORP COM 2M 17K –
FARMERS NATIONAL BANC CORP COM 3M 220K –
FEDERATED HERMES ETF TRUST US STRATEGIC DIV 379K 15K –
FEDERATED HERMES ETF TRUST HERMES TOTAL RET 6M 241K –
FEDERATED HERMES ETF TRUST SHORT DURATION H 1M 65K –
FEDERATED HERMES INC CL B 2M 69K –
FIDELITY MERRIMACK STR TR TOTAL BD ETF 6M 136K –
FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 224K 4K –
GOLD RESOURCE CORP COM 9K 24K –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 516K 10K –
HOME DEPOT INC COM 287K 834 –
INDEXIQ ACTIVE ETF TR IQ MACKAY INSRED 2M 94K –
INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 31M 1M –
INTERNATIONAL BUSINESS MACHS COM 279K 2K –
INVESCO QQQ TR UNIT SER 1 540K 1K –
ISHARES INC CORE MSCI EMKT 15M 282K –
ISHARES INC ESG AWR MSCI EM 1M 33K –
ISHARES TR RUS MID CAP ETF 7M 82K –
ISHARES TR S&P 100 ETF 306K 1K –
ISHARES TR MSCI EAFE ETF 7M 88K –
ISHARES TR ESG AWRE 1 5 YR 506K 21K –
ISHARES TR S&P 500 GRWT ETF 2M 19K –
ISHARES TR EAFE GRWTH ETF 714K 7K –
ISHARES TR CORE S&P MCP ETF 1M 18K –
ISHARES TR RUS 1000 GRW ETF 16M 43K –
ISHARES TR RUSSELL 2000 ETF 634K 3K –
ISHARES TR CORE MSCI EAFE 455K 6K –
ISHARES TR ESG AWRE USD ETF 254K 11K –
ISHARES TR S&P MC 400GR ETF 479K 5K –
ISHARES TR SP SMCP600VL ETF 455K 5K –
ISHARES TR MSCI KLD400 SOC 2M 16K –
ISHARES TR NATIONAL MUN ETF 24M 227K –
ISHARES TR S&P SML 600 GWT 16M 121K –
ISHARES TR S&P MC 400VL ETF 434K 4K –
ISHARES TR CORE US AGGBD ET 336K 3K –
ISHARES TR CORE S&P US GWT 215K 2K –
ISHARES TR S&P 500 VAL ETF 1M 6K –
ISHARES TR MSCI EMG MKT ETF 356K 8K –
ISHARES TR CORE S&P SCP ETF 7M 68K –
ISHARES TR MSCI KLD400 SOC 633K 6K –
ISHARES TR RUS 2000 GRW ETF 535K 2K –
ISHARES TR GL CLEAN ENE ETF 152K 11K –
ISHARES TR ESG AW MSCI EAFE 1M 14K –
ISHARES TR CORE S&P500 ETF 3M 5K –
J P MORGAN EXCHANGE TRADED F INCOME ETF 6M 136K –
J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH 538K 7K –
JANUS DETROIT STR TR HENDRSN SHRT ETF 12M 251K –
JOHN HANCOCK EXCHANGE TRADED MLTFCTR LRG CAP 3M 52K –
JOHNSON & JOHNSON COM 478K 3K –
JPMORGAN CHASE & CO. COM 1M 6K –
KKR & CO INC COM 474K 5K –
LULULEMON ATHLETICA INC COM 303K 1K –
MANULIFE FINL CORP COM 423K 16K –
MCDONALDS CORP COM 486K 2K –
MERCK & CO INC COM 436K 4K –
META PLATFORMS INC CL A 219K 434 –
MICROSOFT CORP COM 11M 24K –
NEXTERA ENERGY INC COM 264K 4K –
NVIDIA CORPORATION COM 915K 7K –
ORACLE CORP COM 566K 4K –
PACCAR INC COM 1M 10K –
PARK-OHIO HLDGS CORP COM 448K 17K –
PELOTON INTERACTIVE INC CL A COM 35K 10K –
PEPSICO INC COM 334K 2K –
PNC FINL SVCS GROUP INC COM 623K 4K –
PORCH GROUP INC COM 428K 284K –
POWERSHARES ACTIVELY MANAGED TOTAL RETURN 2M 37K –
PROCTER AND GAMBLE CO COM 283K 2K –
RAYMOND JAMES FINL INC COM 574K 5K –
REMITLY GLOBAL INC COM 896K 74K –
RTX CORPORATION COM 265K 3K –
SCHWAB STRATEGIC TR US MID-CAP ETF 7M 84K –
SCHWAB STRATEGIC TR EMRG MKTEQ ETF 3M 100K –
SCHWAB STRATEGIC TR INTL EQTY ETF 2M 64K –
SCHWAB STRATEGIC TR US SML CAP ETF 1M 26K –
SCHWAB STRATEGIC TR US LRG CAP ETF 31M 477K –
SCHWAB STRATEGIC TR US LCAP GR ETF 38M 376K –
SCHWAB STRATEGIC TR US AGGREGATE B 613K 13K –
SCHWAB STRATEGIC TR US LCAP VA ETF 4M 54K –
SELECT SECTOR SPDR TR TECHNOLOGY 400K 2K –
SELECT SECTOR SPDR TR ENERGY 433K 5K –
SELECT SECTOR SPDR TR SBI INT-UTILS 280K 4K –
SPDR DOW JONES INDL AVERAGE UT SER 1 572K 1K –
SPDR GOLD TR GOLD SHS 2M 7K –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 46M 1M –
SPDR S&P 500 ETF TR TR UNIT 2M 5K –
SPDR SER TR S&P 400 MDCP GRW 686K 8K –
SPDR SER TR BBG CONV SEC ETF 231K 3K –
SPDR SER TR S&P 400 MDCP VAL 266K 4K –
SPDR SER TR PORTFOLIO S&P500 2M 33K –
TRIMAS CORP COM NEW 472K 18K –
VANECK ETF TRUST GOLD MINERS ETF 483K 14K –
VANGUARD INDEX FDS S&P 500 ETF SHS 11M 22K –
VANGUARD INDEX FDS MID CAP ETF 46M 190K –
VANGUARD INDEX FDS TOTAL STK MKT 3M 11K –
VANGUARD INDEX FDS MCAP GR IDXVIP 254K 1K –
VANGUARD INDEX FDS SM CP VAL ETF 222K 1K –
VANGUARD INDEX FDS REAL ESTATE ETF 536K 6K –
VANGUARD INDEX FDS LARGE CAP ETF 207K 829 –
VANGUARD INDEX FDS REAL ESTATE ETF 550K 7K –
VANGUARD INDEX FDS SML CP GRW ETF 500K 2K –
VANGUARD INDEX FDS SMALL CP ETF 563K 3K –
VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 259K 2K –
VANGUARD MUN BD FDS TAX EXEMPT BD 2M 40K –
VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 976K 10K –
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 282K 4K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 463K 3K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 8M 162K –
VISA INC COM CL A 464K 2K –
WALMART INC COM 564K 8K –
WARRIOR MET COAL INC COM 251K 4K –
WELLTOWER INC COM 241K 2K –