This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$197MItem 5.F on the latest filing (2026-06-08); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$197M

Private client RAUM

$190MderivedItem 5.D individuals plus high net worth individuals

Private client share

96%derivedprivate client RAUM over total RAUM

Advisors on IAPD

4

RAUM per advisor

$49.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

3

Advisory employees

3

Offices

0Schedule D 1.F, beyond the principal office

Accounts

885

Individual clients

236

High net worth clients

54

SEC number

801-122547

CRD

143329

Filings on the tape

24

First filed

Mar 16, 2012

Latest filed

Jun 8, 2026

Organised

Limited Liability Company, MI

• Occurred

  Oct 31, 2022
  Advisor changed firm

  Emily Helen Wetter left Schwallier Wealth Management for Mosaic Planners And Advisors (registered 2021-04-02)

  Form ADVobserved 5 days ago
• Occurred

  Sep 23, 2021
  First Form ADV filing

  Schwallier Wealth Management filed its initial SEC registration (Form ADV)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e2fd3192-6c06-c658-37f0-9f7c3d11de6a

First observed

Mar 16, 2012

Last observed

Jun 8, 2026 3 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.