# SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC of MINNEAPOLIS, MN is an SEC-registered investment adviser.

## Registration

- CRD: 147384
- Type: SEC-registered investment adviser
- SEC file number: 801-69248
- Location: 50 SOUTH 6TH STREET, SUITE 1405, MINNEAPOLIS, MN, 55402
- Phone: (612) 355 - 4360
- Latest filing: 2026-03-18
- Regulatory AUM: $730.4M
- Discretionary AUM: $728.8M
- Non-discretionary AUM: $1.5M
- Clients: 7
- Accounts: 2,004

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| [Joseph William Schwarz](https://search.stillhousedata.com/person/695856) | MANAGING MEMBER | — |
| [Benjamin Jackson Wheeler](https://search.stillhousedata.com/person/695857) | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| [Stephen John Dygos](https://search.stillhousedata.com/person/695858) | MANAGING MEMBER | — |
| [SCHWARZ ROBERT WILLIAM](https://search.stillhousedata.com/person/748072) | MANAGING MEMBER | — |
| [JABRAYAN ARA WAROUJAN](https://search.stillhousedata.com/person/764826) | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| [WHEELER BENJAMIN JACKSON](https://search.stillhousedata.com/person/770911) | MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| [DYGOS STEPHEN JOHN](https://search.stillhousedata.com/person/770912) | MANAGING MEMBER | — |
| [DYGOS STEPHEN J](https://search.stillhousedata.com/person/806576) | MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147384/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147384/similar
- Related entities: https://search.stillhousedata.com/firm/147384/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147384

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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.