SCHIFF WEALTH ADVISORS, LLC

SCHIFF WEALTH ADVISORS, LLC of BALTIMORE, MD is an SEC-registered investment adviser (CRD 146375). Regulatory assets under management: $40.4M.

Registration

• CRD: 146375
• Type: Registered investment adviser
• Location: 100 WEST ROAD, BALTIMORE, MD, 21204
• Phone: 410-321-7706
• Latest filing: 2026-03-03
• Regulatory AUM: $40.4M
• Discretionary AUM: $40.4M
• Clients: 1
• Accounts: 122

Business model

Compensation: % of AUM, Fixed.

Clients served: 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 146375 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search