# SCHRUM PRIVATE WEALTH MANAGEMENT, LLC

SCHRUM PRIVATE WEALTH MANAGEMENT, LLC of SAINT AUGUSTINE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 312164
- Type: SEC-registered investment adviser
- SEC file number: 801-122172
- Location: 3940 LEWIS SPEEDWAY, SUITE 2201, SAINT AUGUSTINE, FL, 32084
- Phone: 904-825-0422
- Latest filing: 2026-03-25
- Regulatory AUM: $185.9M
- Discretionary AUM: $185.8M
- Non-discretionary AUM: $102K
- Clients: 3
- Accounts: 355

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| MALIK KHAN | CHIEF COMPLIANCE OFFICER | SAVAGE, MD |
| Owen L Schrum | CHIEF INVESTMENT OFFICER | — |
| Eric Lewis Schrum | PRESIDENT AND CCO | — |
| SUMNER KRISTAN LEE | CHIEF COMPLIANCE OFFICER | — |
| ROSSER EVAN RHYS | CHIEF COMPLIANCE OFFICER | — |
| Schrum Meredith Lee | CHIEF COMPLIANCE OFFICER & MEMBER | — |
| SCHRUM OWEN L | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER & SOLE MEMBER; OWNER (+1 more) | — |
| SCHRUM ERIC LEWIS | DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312164/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312164/similar
- Related entities: https://search.stillhousedata.com/firm/312164/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312164

---

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.