Insights

Acquisition Opportunity Wasmer Schroeder was acquired by Charles Schwab Investment Management, creating potential upsell and integration opportunities with Schwab’s broader ecosystem, data services, and technology stack.

Technology Modernization The firm relies on cloud and digital platforms (AWS, Drupal, WordPress, Akamai mPulse) and recently expanded CRM capabilities with Salentica CRM, signaling openness to more modern analytics, client experience, and regtech solutions.

Digital Presence Active web and content infrastructure indicates ongoing digital engagement; opportunities exist to offer marketing automation, website optimization, and SEO tools to enhance client acquisition and retention.

Mid‑Market Focus As a small RIAs firm that was acquired by a leading asset manager, Wasmer Schroeder represents a potential pathway for scalable, secure SaaS/FINTECH solutions tailored to mid-market advisory practices.

Revenue Growth Potential Current revenue range suggests room for cross-sell of portfolio analytics, reporting, CRM enhancements, and data integrations to support growth as part of Schwab’s unified platform.

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Wasmer Schroeder Tech Stack

Wasmer Schroeder uses 8 technology products and services including Amazon Web Services, Drupal, WordPress, and more. Explore Wasmer Schroeder's tech stack below.

Amazon Web Services
Cloud Hosting
Drupal
Content Management System
WordPress
Content Management System
Webpack
Development
Shopify
E-commerce
Microsoft Excel
Editors
Microsoft Word
Office Suites
Akamai mPulse
Real User Monitoring

Media & News

Wasmer Schroeder's Email Address Formats

Wasmer Schroeder uses at least 4 email formats:

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 October 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 October 2026, Wasmer Schroeder has approximately 7 employees across 1 continents, including North America. Key team members include Owner: S. S., Director: M. W. and 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 Amazon Web Services, Drupal, WordPress, Webpack, Shopify, Microsoft Excel, Microsoft Word and Akamai mPulse.

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 7 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.