Eric
Schrum
Schrum Private Wealth Management, LLC
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About this Advisor
Eric Schrum is a financial advisor working in Raleigh, North Carolina with 2 years of industry experience. Schrum works at Schrum Private Wealth Management, LLC. Over the course of their career, Schrum has held roles at Florida State University, St. Augustine Alligator Farm, Sovereign'S Capital, Fidelity Brokerage Services LLC, Crowdwork Labs, Founders Wealth Management And Planning and Schrum Private Wealth Management. Schrum holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can advise clients in Florida and North Carolina. Schrum Private Wealth Management, LLC is a business operating out of Saint Augustine, FL. It has just three people on staff. It has $132 million in assets under management between its 249 customer accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 249 accounts, 49% are held by high-net-worth individuals who have more than $1 million in investable assets. Schrum Private Wealth Management, LLC provides a few services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services largely are based on which services the firm provides the client. However, fees billed by Schrum Private Wealth Management, LLC can include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Schrum Private Wealth Management, LLC Brokerage Details
$132,010,141
3
249
$530,161
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Eric Schrum Work History
Eric has been registered as a financial advisor for 2 years.*
Schrum Private Wealth Management
Founders Wealth Management And Planning
Fidelity Brokerage Services LLC
Sovereign'S Capital
Crowdwork Labs
St. Augustine Alligator Farm
Florida State University
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Eric Schrum to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Schrum Private Wealth Management, LLC
Saint Augustine, FL
Raleigh, NC
Saint Augustine, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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