Insights

Acquisition Synergy Wasmer Schroeder was acquired by Charles Schwab Investment Management, forming a potential cross sell path for Schwab clients seeking enhanced fixed-income insights and RIA tech integration.

Tech Modernization Past tech investments include Salentica CRM launch and modern web tech stack; potential selling points include CRM integration, data analytics, and API-driven workflows to boost advisor productivity.

Financial Scale Reported revenue range of 10M-25M positions Wasmer Schroeder as a mid-sized shop with growth potential; opportunities exist to offer scalable technology, compliance tooling, and service bureau solutions suitable for growth.

Talent Footprint Small team size (2-10 employees) suggests high potential for efficiency tools, outsourcing enablement, and managed services to augment capacity and accelerate client onboarding.

Market Position Operating in investment management with peers of large asset managers; strategic value proposition could focus on differentiated fixed-income capabilities, risk analytics, and client experience enhancements to attract mid-market institutions.

Similar companies to Wasmer Schroeder

Wasmer Schroeder Tech Stack

Wasmer Schroeder uses 8 technology products and services including Cloudflare, Drupal, MySQL, and more. Explore Wasmer Schroeder's tech stack below.

Cloudflare
Content Management System
Drupal
Content Management System
MySQL
Database
Module Federation
Development
RequireJS
Javascript Frameworks
Microsoft Office
Office Suites
Microsoft Word
Office Suites
PHP
Programming Languages

Media & News

Wasmer Schroeder's Email Address Formats

Wasmer Schroeder uses at least 1 format(s):

Wasmer Schroeder Email Formats	Example	Percentage
Last@wasmerschroeder.com	Doe@wasmerschroeder.com	45%
FLast@wasmerschroeder.com	JDoe@wasmerschroeder.com	35%
FL@wasmerschroeder.com	JD@wasmerschroeder.com	18%
First@wasmerschroeder.com	John@wasmerschroeder.com	2%

Frequently Asked Questions

What is Wasmer Schroeder's phone number?

You can contact Wasmer Schroeder's main corporate office by phone at

+1-239-963-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Wasmer Schroeder's official website and social media links?

Wasmer Schroeder's official website is wasmerschroeder.com and has social profiles on LinkedIn.

How much revenue does Wasmer Schroeder generate?

As of July 2026, Wasmer Schroeder's annual revenue is estimated to be $10M - $25M.

What is Wasmer Schroeder's NAICS code?

Wasmer Schroeder's NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Wasmer Schroeder have currently?

As of July 2026, Wasmer Schroeder has approximately 8 employees across 1 continents, including North America. Key team members include Owner: S. S.Director: M. W.Associate Portfolio Manager, Municipal Bond Strategies: B. C.. Explore Wasmer Schroeder's employee directory with LeadIQ.

What industry does Wasmer Schroeder belong to?

Wasmer Schroeder operates in the Investment Management industry.

What technology does Wasmer Schroeder use?

Wasmer Schroeder's tech stack includes CloudflareDrupalMySQLModule FederationRequireJSMicrosoft OfficeMicrosoft WordPHP.

What is Wasmer Schroeder's email format?

Wasmer Schroeder's email format typically follows the pattern of Last@wasmerschroeder.com. Find more Wasmer Schroeder email formats with LeadIQ.

When was Wasmer Schroeder founded?

Wasmer Schroeder was founded in 1987.

Wasmer Schroeder

Q: What is Wasmer Schroeder's official website and social media links?

Wasmer Schroeder's official website is wasmerschroeder.com. Wasmer Schroeder has social profiles on LinkedIn.

Q: How many employees does Wasmer Schroeder have currently?

Wasmer Schroeder has approximately 8 employees.

Q: What technology does Wasmer Schroeder use?

Wasmer Schroeder's tech stack includes Percona, Flickity, Microsoft Office, Akamai, Shopify.

Q: What is Wasmer Schroeder's NAICS code?

Wasmer Schroeder's NAICS code is 5239 (Other Financial Investment Activities).

Investment ManagementFlorida, United States2-10 Employees

Wasmer Schroeder is a small investment management firm based in Naples, Florida. The firm operates as a registered investment adviser with a focus on fixed-income strategies, serving clients seeking specialized management in that area. In 2018, the firm expanded its technology tools by launching Salentica CRM to support its advisory operations.

In July 2020, Wasmer Schroeder became part of Charles Schwab Investment Management, Inc., a subsidiary of The Charles Schwab Corporation. The acquisition integrated Wasmer Schroeder into Charles Schwab Investment Management, strengthening its alignment with a larger investment management group.