# Owen Schrum

> Owen Schrum is a fee-only financial advisor at Schrum Private Wealth Management in St. Augustine, Florida. Owen focuses on retirement planning and estate & legacy planning. Schrum Private Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/owen-schrum/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Schrum Private Wealth Management
- **Based in:** St. Augustine, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Fees (firm's website):** typically works with clients with $500,000 or more
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $185.9M across 355 accounts
- **Specialties:** Retirement planning, Estate & legacy planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 1259777 (https://adviserinfo.sec.gov/individual/summary/1259777)
- **SEC registration:** Investment adviser representative in NC, TX
- **Exams passed:** Series 63 (1984), Series 65 (2005)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** https://www.schrumpw.com/

## Frequently asked questions

### Is Owen Schrum a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Owen holds no broker registration, and Schrum Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Owen charge for financial advice?

Owen's firm, Schrum Private Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### How much does Owen charge?

According to Schrum Private Wealth Management's website, checked October 30, 2026: typically works with clients with $500,000 or more.

### Where is Owen Schrum based?

Owen Schrum is based in St. Augustine, Florida.

### What does Owen specialize in?

Owen's specialties include retirement planning and estate & legacy planning. Owen works with retirees and pre-retirees.

### Is Owen Schrum registered with the SEC?

Yes. Owen Schrum is registered as an investment adviser representative in NC and TX (CRD 1259777), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Schrum Private Wealth Management manage?

Schrum Private Wealth Management reports $185.9M across 355 accounts in assets under management.

### How do I contact Owen Schrum?

Through Owen's website, www.schrumpw.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1259777): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.schrumpw.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.