Williams And Schiller Wealth Management, LLC: new SEC registration, $121M AUM, Sandpoint, ID
Williams And Schiller Wealth Management, LLC (Sandpoint, Idaho): new SEC registration, $121M AUM, Sandpoint, ID. Its amount of 121 is below the median of 134 (40th percentile). Dated 191 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 121 · 40th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 3 related ID NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Williams And Schiller Wealth Management, LLC |
| Legal name | Williams And Schiller Wealth Management, LLC |
| CRD | 143049 |
| Status | Approved |
| Registered with the SEC | 2026-04-27 |
| Latest Form ADV filing | 2026-03-12 |
| Location | Sandpoint, ID, United States |
| Regulatory AUM | $120,669,000 |
| Accounts | 271 |
| Employees | 2 |
| Website | HTTP://WWW.WSWEALTHMANAGEMENTLLC.COM |
| amount percentile | 40th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (4 ID records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-04-27
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (ID first): Treasure Valley Financial Planning · Profits Plus Capital Management, LLC · Hazlett Wealth Management LLC · Vanguard Capital Management, LLC · Vanguard Portfolio Management, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Williams And Schiller Wealth Management, LLC and 4 Idaho peers
- Idaho NewRiaPulse records like this one: 4
- Williams And Schiller Wealth Management, LLC's amount: 40th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Idaho peer: $800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $121M under management.
- Website on file.
What is the NewRiaPulse record for Williams And Schiller Wealth Management, LLC in Sandpoint, Idaho?
Williams And Schiller Wealth Management, LLC received SEC registration as an investment adviser (2026-04-27) with $120,669,000 in regulatory assets under management, based in Sandpoint, ID.
How does Williams And Schiller Wealth Management, LLC compare to other Idaho NewRiaPulse records?
Its amount of 121 is below the median (40th percentile); smaller records often move faster and face less competition. It is 191 days old; check the official source for later updates before acting.
Williams And Schiller Wealth Management, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Williams And Schiller Wealth Management, LLC | Sandpoint, ID | 121 | 40th | 2026-04-27 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Idaho NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.