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SCHMIDT WEALTH MANAGEMENT, L.L.C.
CRD 328084
1210 W. EADS PARKWAY, LAWRENCEBURG, IN, 47025, United States
Phone
(513)305-1896
Fax
(859)495-0575
Registration
— (—)
Source
State registered
Total AUM
$70.9M
Discretionary AUM
$70.9M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 209 | $19.0M |
| High net worth individuals | 26 | $41.0M |
| Pension/profit sharing plans | 9 | $10.8M |
| Corporations/business entities | 1 | $80K |
All web addresses on file
Official SEC filing: View on IAPD