Schwallier Wealth Management LLC

Entity
Company
Business address
607 Cascade West Parkway Se, 49546 Grand Rapids, MI
Phone
6168552051
State of incorporation
MI
Fiscal year end
December 31
Signature 13F
Adam Schwallier - CCO
All SEC filings
View on sec.gov
Schwallier Wealth Management LLC has filed 8 SEC EDGAR filings since 2/14/2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing Aug 14, 2025 Mar 31, 2025 028-23945
13F-HR Open Document Open Filing Aug 14, 2025 Jun 30, 2025 028-23945
13F-HR Open Document Open Filing Feb 14, 2025 Dec 31, 2024 028-23945
13F-HR Open Document Open Filing Nov 7, 2024 Sep 30, 2024 028-23945
N-PX Open Document Open Filing Aug 28, 2024 Jun 30, 2024 028-23945
13F-HR Open Document Open Filing Aug 13, 2024 Jun 30, 2024 028-23945
13F-HR Open Document Open Filing May 14, 2024 Mar 31, 2024 028-23945
13F-HR Open Document Open Filing Feb 14, 2024 Dec 31, 2023 028-23945