Owen Schrum
Schrum Private Wealth Management · St. Augustine, Florida
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $185.9M across 355 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 1259777 |
| Exams passed | Series 63 (1984) · Series 65 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.schrumpw.com |
How Owen's firm compares
- Schrum Private Wealth Management's average account is about $524,000, from its Form ADV (assets managed divided by 355 accounts).
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Questions about Owen
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Schrum Private Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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