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Sc & h Wealth

Headquartered in SPARKS, MD

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Firm Information

Sc&h Wealth is an investment advisory firm located in SPARKS, MD, United States. With a team of 8 licensed agents and 19 investment adviser representatives, they manage approximately $908,923,478 in assets for 1,760 clients. Their services include financial planning, portfolio management for individuals, and selection of other advisers. Sc&h Wealth primarily serves high-net-worth individuals and individuals other than high-net-worth.

Sc & h Wealth

910 RIDGEBROOK ROAD

SPARKS, MD 21152-9390

$908.92M

Assets Under Management

34

Total Clients

19

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (3)

SC & H WEALTH has a total of 3 branch locations across the country.
location

SPARKS, MD

location

Fenwick Island, DE

location

BLUE BELL, PA

Advisors at Sc & h Wealth

View All 19 Advisors
Unclaimed
Nicholas Ryan Distefano

RA

SPARKS, MD

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Hope Erica Fribush

RA

SPARKS, MD

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Mark A Degroat

CFP®, CFC®, RA

SPARKS, MD

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Unclaimed
Gregory Scott Horning

PFS®, RA

SPARKS, MD

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Jerrin Matthew Toomey

CFP®, RA

SPARKS, MD

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Unclaimed
William Krueger

RA

SPARKS, MD

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Unclaimed
Robin Kay Patalon

CFP®, RA

SPARKS, MD

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Unclaimed
Blake William Walter

CFP®, RA

SPARKS, MD

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Disclosures

There are no public disclosures for Sc & h Wealth.

Frequently Asked Questions (8)

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