# Schiff Wealth Advisors, LLC

> Schiff Wealth Advisors, LLC is a state-registered investment advisory firm in Baltimore, MD, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 146375
- Filed as: SCHIFF WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Baltimore, MD
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146375
- AdvisorCensus page: https://advisorcensus.com/firm/schiff-wealth-advisors-llc-baltimore-md-146375

## Quick answers

**How is Schiff Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Schiff Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Schiff Wealth Advisors, LLC located?**
Schiff Wealth Advisors, LLC's principal office is in Baltimore, MD, according to its Form ADV.

**Is Schiff Wealth Advisors, LLC registered with the SEC or a state?**
Schiff Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 146375.

**How much does Schiff Wealth Advisors, LLC manage?**
Schiff Wealth Advisors, LLC reports $40,366,736 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Schiff Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (56); high net worth individuals (5).

**Does Schiff Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146375

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $40,366,736
- Discretionary: $40,366,736
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 56 | $27,292,078 |
| High net worth individuals | 5 | $13,074,658 |
| Banking or thrift institutions | 0 | Not reported |
| Investment companies | 0 | Not reported |
| Business development companies | 0 | Not reported |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | Not reported |
| Charitable organizations | 0 | Not reported |
| State or municipal government entities (including government pension plans) | 0 | Not reported |
| Other investment advisers | 0 | Not reported |
| Insurance companies | 0 | Not reported |
| Sovereign wealth funds and foreign official institutions | 0 | Not reported |
| Corporations or other businesses not listed above | 0 | Not reported |
| Other | 0 | Not reported |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MD
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- schiffwealth.com
- LinkedIn @schiff-wealth-advisors-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schiff Wealth Advisors, LLC (CRD 146375): Form ADV filing data as of October 2026.