# Williams And Schiller Wealth Management, LLC: new SEC registration, $121M AUM, Sandpoint, ID

**Score:** 45/100

| 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 |

## Why this score
- $121M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/143049). Last refreshed: 2026-10-28T20:49:58.746Z.
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.