Schrum Private Wealth Management, LLC (SEC-registered fee-only fiduciary Investment Adviser, CRD #312164, SEC File #801-122172) is a boutique private wealth and retirement planning firm located on Lewis Speedway in St. Augustine. Led by Founding Partner Owen L. Schrum III, CIMA® (CRD #1259777, bringing more than four decades of institutional investment experience) and Financial Planner Eric Lewis Schrum, CFP® (CRD #6605854), the practice crafts customized retirement income portfolios, tax-sensitive distribution schedules, Continuing Care Retirement Community (CCRC) cash-flow models for Westminster St. Augustine and Vicar's Landing, and multi-generational estate plans for retirees across St. Augustine, World Golf Village, and Reverie at TrailMark.
Official Verification Sources: SEC Investment Adviser Public Disclosure — Schrum Private Wealth Management, LLC (CRD #312164); SEC IAPD Individual Profile — Eric Lewis Schrum, CFP® (CRD #6605854); SEC IAPD Individual Profile — Owen L. Schrum III, CIMA® (CRD #1259777); Schrum Private Wealth Management Official Website
Issuer: Securities and Exchange Commission (SEC)
Notes: SEC File #801-122172; independent SEC-registered fiduciary RIA located at 3940 Lewis Speedway, Suite 2201, St. Augustine, FL 32084.
Issuer: Investments & Wealth Institute / CFP Board / SEC
Notes: Led by Founding Partner Owen L. Schrum III, CIMA® (CRD #1259777) and Financial Planner Eric Lewis Schrum, CFP® (CRD #6605854).
Factual details and direct answers about Schrum Private Wealth Management, LLC's services, licensing, and credentials.
What fiduciary credentials do the advisors at Schrum Private Wealth Management in St. Augustine hold?
Schrum Private Wealth Management, LLC (CRD #312164, SEC File #801-122172) combines the Certified Investment Management Analyst® (CIMA®) expertise of Founding Partner Owen L. Schrum III (CRD #1259777) with the Certified Financial Planner™ (CFP®) retirement planning credentials of Eric L. Schrum, CFP® (CRD #6605854).
How does Schrum Private Wealth Management help St. Augustine seniors prepare for CCRC and healthcare costs?
The firm models long-term cash flow for St. Johns County retirees evaluating life-plan communities such as Westminster St. Augustine at World Golf Village or Vicar's Landing in Ponte Vedra Beach, balancing entrance-fee liquidity, monthly service fees, RMD tax brackets, and long-term care reserves.
Where is Schrum Private Wealth Management located in St. Augustine?
Their St. Augustine office is located at 3940 Lewis Speedway, Suite 2201, St. Augustine, Florida 32084, convenient to Historic Downtown St. Augustine, World Golf Village, and TrailMark.
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Disclaimer: This directory listing is for informational purposes only. Florida Senior Support does not endorse or guarantee the quality of services. Please verify information and services directly with the organization.