{
  "crd_number": 143049,
  "slug": "williams-and-schiller-wealth-management-llc-sandpoint-id-143049",
  "primary_business_name": "WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC",
  "legal_name": "WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC",
  "dbas": [
    "WS WEALTH MANAGEMENT LLC"
  ],
  "city": "Sandpoint",
  "state": "ID",
  "country": "United States",
  "cbsa_code": "41760",
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-04-27",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-03-12",
  "carried_forward": false,
  "raum_total": 120669000.0,
  "raum_discretionary": 120669000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 2,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 2900913.0,
      "count": 3,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 16218427.0,
      "count": 57
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 5492187.0,
      "count": 3,
      "fewer_than_5": true
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 89838152.0,
      "count": 35
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 6219321.0,
      "count": 6
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "ID",
    "MN",
    "MT",
    "ND"
  ],
  "websites": [
    "https://wswealthmanagementllc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143049",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "SANDPOINT",
  "url": "https://advisorcensus.com/firm/williams-and-schiller-wealth-management-llc-sandpoint-id-143049",
  "display_name": "Williams and Schiller Wealth Management, LLC",
  "summary": "Williams and Schiller Wealth Management, LLC is an SEC-registered investment advisory firm in Sandpoint, ID, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 12, 2026.",
  "citation": "AdvisorCensus. Williams and Schiller Wealth Management, LLC (CRD 143049): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Williams and Schiller Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Williams and Schiller Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Williams and Schiller Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated March 12, 2026 states: Subscription: $65 a month (monthly planning fee); Subscription: $55 a month (monthly planning fee); Subscription: $45 a month (monthly planning fee); Hourly rate: $250 to $350 an hour (financial consulting engagements). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Williams and Schiller Wealth Management, LLC located?",
      "a": "Williams and Schiller Wealth Management, LLC's principal office is in Sandpoint, ID, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Williams and Schiller Wealth Management, LLC registered with the SEC or a state?",
      "a": "Williams and Schiller Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 143049."
    },
    {
      "q": "How much does Williams and Schiller Wealth Management, LLC manage?",
      "a": "Williams and Schiller Wealth Management, LLC reports $120,669,000 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Williams and Schiller Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (57); high net worth individuals (35); corporations or other businesses not listed above (6)."
    },
    {
      "q": "Which custodians does Williams and Schiller Wealth Management, LLC use?",
      "a": "Williams and Schiller Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Williams and Schiller Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/143049"
    },
    {
      "q": "What changed in Williams and Schiller Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the May 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-05-01",
      "period_label": "May 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Changed its office addresses in Fargo, ND."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 12, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $65 a month (monthly planning fee)",
      "Subscription: $55 a month (monthly planning fee)",
      "Subscription: $45 a month (monthly planning fee)",
      "Hourly rate: $250 to $350 an hour (financial consulting engagements)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $65 a month (monthly planning fee)"
        ],
        "quotes": [
          "$100,000 to $200,000 $65 / mo."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $55 a month (monthly planning fee)"
        ],
        "quotes": [
          "$200,000 to $300,000 $55/ mo."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $45 a month (monthly planning fee)"
        ],
        "quotes": [
          "$300,000 to $500,000 $45/ mo."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 to $350 an hour (financial consulting engagements)"
        ],
        "quotes": [
          "On an hourly basis, with fees ranging from $250 to $350 per hour, depending on the nature and complexity of the client's circumstances, and the individual performing the service(s)."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 65.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "monthly planning fee"
        },
        {
          "kind": "subscription",
          "amount": 55.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "monthly planning fee"
        },
        {
          "kind": "subscription",
          "amount": 45.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "monthly planning fee"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 250.0,
          "max": 350.0,
          "period": "hour",
          "service": "financial consulting engagements"
        }
      ]
    },
    "quotes": [
      "$100,000 to $200,000 $65 / mo.",
      "$200,000 to $300,000 $55/ mo.",
      "$300,000 to $500,000 $45/ mo.",
      "On an hourly basis, with fees ranging from $250 to $350 per hour, depending on the nature and complexity of the client's circumstances, and the individual performing the service(s)."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/williams-and-schiller-wealth-management-llc-sandpoint-id-143049.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 57,
      "fewer_than_5": false,
      "raum": 16218427.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 35,
      "fewer_than_5": false,
      "raum": 89838152.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 3,
      "fewer_than_5": true,
      "raum": 5492187.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 3,
      "fewer_than_5": true,
      "raum": 2900913.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 6,
      "fewer_than_5": false,
      "raum": 6219321.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/143049",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}