WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC
  • WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC
  • SELKIRK FINANCIAL SERVICES
  • WS WEALTH MANAGEMENT LLC
  • WILLIAMS, SCHILLER & STYER WEALTH MANAGEMENT, LLC
  • WILLIAMS, PARSONS & SCHILLER FINANCIAL SERVICES, LLC
  • WILLIAMS, PARSONS & SCHILLER FINANCIAL ADVISORS, LLC
  • WILLIAMS & PARSONS FINANCIAL SERVICES, LLC
  • SELKIRK FINANCIAL SERVICES, LLC

Adviser Profile

As of Date 03/12/2026
Registration SEC, Approved, 04/27/2026
Other registrations (4)
Former registrations

WILLIAMS AND SCHILLER WEALTH MANAGEMENT, LLC

ADV Location SANDPOINT, ID, United States
Contact Info 208 xxxxxxx
Websites
AUM* 120,669,000
of that, discretionary 120,669,000
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 445,273
% High Net Worth 33.65%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

121M 103M 86M 69M 52M 34M 17M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees