Company Information

Get to know Schwarz Dygos Wheeler Investment Advisors

Schwarz Dygos Wheeler Investment Advisors, LLC is a fee-only, independent wealth management firm registered as an Investment Adviser with the U.S. Securities and Exchange Commission (SEC). The firm operates under a fiduciary standard, legally and ethically bound to act in their clients' best interests. They provide comprehensive financial planning and customized investment management services primarily to individuals, families, and high-net-worth individuals. Their approach is centered on building long-term client relationships through a disciplined, evidence-based investment philosophy.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Schwarz Dygos Wheeler Investment Advisors

United States

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

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ASIC

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.