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HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
CRD 286063 · SEC 801-119622
1934 MARKET STREET, DENVER, CO, 80202, United States
Phone
(720) 287-0918
Fax
(888) 431-0490
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$279.5M
Discretionary AUM
$279.5M
Team
6 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 133 | $51.7M |
| High net worth individuals | 102 | $226.0M |
| Corporations/business entities | 4 | $1.8M |
States served
CA, CO, IL, TX
All web addresses on file
Official SEC filing: View on IAPD