Joseph Schwarz
Schwarz Dygos Wheeler Investment Advisors · Minneapolis, Minnesota
Joseph Schwarz is a fee-only financial advisor at Schwarz Dygos Wheeler Investment Advisors in Minneapolis, Minnesota, who holds the CFA credential. Schwarz Dygos Wheeler Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Schwarz Dygos Wheeler Investment Advisors |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $730.4M across 2,004 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MN, TX · CRD 2633754 |
| Exams passed | Series 63 (1995) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.sdwia.com |
How Joseph's firm compares
- Schwarz Dygos Wheeler Investment Advisors's average account is about $364,000, from its Form ADV (assets managed divided by 2,004 accounts).
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Questions about Joseph
Is Joseph Schwarz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Schwarz Dygos Wheeler Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Schwarz Dygos Wheeler Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Schwarz based?
Joseph Schwarz is based in Minneapolis, Minnesota.
What credentials does Joseph Schwarz hold?
Joseph Schwarz holds the CFA credential.
Is Joseph Schwarz registered with the SEC?
Yes. Joseph Schwarz is registered as an investment adviser representative in MN and TX (CRD 2633754), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schwarz Dygos Wheeler Investment Advisors manage?
Schwarz Dygos Wheeler Investment Advisors reports $730.4M across 2,004 accounts in assets under management.
How do I contact Joseph Schwarz?
Through Joseph's website, www.sdwia.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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