SCHAEFER WEALTH MANAGEMENT, INC.

SCHAEFER WEALTH MANAGEMENT, INC. of WATERLOO, IL is an SEC-registered investment adviser (CRD 145992). Regulatory assets under management: $82.8M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 145992
• Type: Registered investment adviser
• Location: 200 S. MARKET STREET, WATERLOO, IL, 62298
• Phone: 618-939-8828
• Latest filing: 2026-03-30
• Regulatory AUM: $82.8M
• Discretionary AUM: $77.5M
• Non-discretionary AUM: $5.3M
• Clients: 2
• Accounts: 688

Business model

Compensation: % of AUM, Hourly, Fixed, Commissions.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145992 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search