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SCHMIDT WEALTH MANAGEMENT
JAMES A SCHMIDT, INC.
CRD 142302
4650 26TH AVE S, STE J, FARGO, ND, 58104, United States
Phone
(701) 478-8787
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$96.3M
Discretionary AUM
$96.3M
Team
4 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-02-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 45 | $83.2M |
| High net worth individuals | 23 | $6.6M |
All web addresses on file
Official SEC filing: View on IAPD