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SCHMITT WEALTH ADVISERS, LLC
SCHMITT WEALTH ADVISERS, CORP.
CRD 174958 · SEC 801-132291
4555 LAKE FOREST DRIVE, SUITE 235, CINCINNATI, OH, 45242, United States
Phone
(513) 813-1580
Fax
(513) 813-1581
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$135.0M
Discretionary AUM
$125.6M
Team
3 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $27.2M |
| High net worth individuals | 49 | $107.5M |
| Corporations/business entities | 1 | $299K |
States served
KY, OH
All web addresses on file
Official SEC filing: View on IAPD