# WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC of SANDPOINT, ID is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 143049
- Type: SEC-registered investment adviser
- SEC file number: 801-134243
- Location: 708 SUPERIOR STREET, SANDPOINT, ID, 83864
- Phone: 208-265-5959
- Latest filing: 2026-03-12
- Regulatory AUM: $120.7M
- Discretionary AUM: $120.7M
- Clients: 2
- Accounts: 271

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Brad J Williams | PRINCIPAL | — |
| Mark Andrew Schiller | PRINCIPAL/CCO | — |
| Brad J. Williams | PRINCIPAL | — |


## Disclosures (1)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2020-02-01 | regulatory | FOLLOWING A ROUTINE EXAM OF THE ADVISOR, THE STATE OF IDAHO DEPARTMENT OF FINANCE FOUND THAT A NOW FORMER INVESTMENT ADVISOR REPRESENTATIVE OF THE FIRM HAD NOT BEEN REGISTERED AS SUCH PURSUANT TO IDAHO CODE SECTION 30-14-403(D) PRIOR TO PROVIDING INVESTMENT ADVICE TO CLIENTS. | Final | $3K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/143049/brochure
- Similar advisers: https://search.stillhousedata.com/firm/143049/similar
- Related entities: https://search.stillhousedata.com/firm/143049/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/143049

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.