Schneider Downs Wealth Management Advisors, LP

Registered investment adviser · Pittsburgh, PA · CRD #128591

Form ADV data as of 2026-09-01

Regulatory assets

$3.31 billion

Total accounts

1,952

Employees

Disclosure events

Firm details

Website: https://www.youtube.com/channel/ucvrwifcvv0via97-xzcjgha
Telephone: 412-697-5200
SEC file number: 801-62441
Most recent Form ADV filing: 2026-03-24
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 3 disclosure questions answered Yes, covering 3 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC entered an order in connection with investment-related activity
SEC or CFTC imposed a civil money penalty or a cease-and-desist order

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$2.10 billion
Non-discretionary regulatory assets under management	$1.21 billion
Total regulatory assets under management	$3.31 billion
Discretionary accounts	1,850
Non-discretionary accounts	102
Total accounts	1,952
Regulatory assets under management attributable to non-U.S. persons	$2.1 million

People

Total employees (excluding clerical)	28
Employees performing investment advisory functions (including research)	22
Employees who are registered representatives of a broker-dealer	0
Employees registered as investment adviser representatives with a state	22
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	6
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$653.6 million
Clients for whom the firm has custody	346
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$260.2 million
Clients for whom a related person has custody	33
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	10

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerAccountant or accounting firmInsurance company or agency

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends brokers or dealers to clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	569	$640.1 million
High net worth individuals	94	$1.24 billion
Pension and profit sharing plans (not the participants or government plans)	108	$1.27 billion
Charitable organizations	5	$63.2 million
State or municipal government entities (including government pension plans)	2	$31.6 million
Corporations or other businesses not listed above	8	$57.3 million