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SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC

SEC Form ADV profile.

Total regulatory AUM
$730,354,266
Discretionary
$728,819,234
Non-discretionary
$1,535,032

Firm details

CRD number
147384
SEC file number
801-69248
Main office
MINNEAPOLIS, MN, United States
Employees
7
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.