# Schooner Wealth Management

> Schooner Wealth Management is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 3, 2026.

- CRD: 335749
- Filed as: SCHOONER WEALTH MANAGEMENT
- Legal name: Schooner Wealth Management, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in South Carolina
- Filing period: October 2026
- Form ADV filing dated: February 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335749
- AdvisorCensus page: https://advisorcensus.com/firm/schooner-wealth-management-335749

## Quick answers

**How is Schooner Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Schooner Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Schooner Wealth Management registered with the SEC or a state?**
Schooner Wealth Management is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335749.

**How much does Schooner Wealth Management manage?**
Schooner Wealth Management reports $5,000,000 in regulatory assets under management in its Form ADV filing dated February 3, 2026 (100% discretionary).

**What types of clients does Schooner Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5).

**Does Schooner Wealth Management 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/335749

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $5,000,000
- Discretionary: $5,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 5 | $5,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- schoonerwealth.com
- Facebook facebook.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schooner Wealth Management (CRD 335749): Form ADV filing data as of October 2026.