# SCHAEFER WEALTH MANAGEMENT, INC.

SCHAEFER WEALTH MANAGEMENT, INC. of WATERLOO, IL is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 145992
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/145992/brochure
- Similar advisers: https://search.stillhousedata.com/firm/145992/similar
- Related entities: https://search.stillhousedata.com/firm/145992/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/145992

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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.