SCHOONER WEALTH MANAGEMENT

SCHOONER WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 335749). Regulatory assets under management: $5.0M.

Registration

• CRD: 335749
• Type: Registered investment adviser
• Phone: 8032001052
• Latest filing: 2026-02-03
• Regulatory AUM: $5.0M
• Discretionary AUM: $5.0M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335749 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search