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SCHMIDT FINANCIAL MANAGEMENT

SCHMIDT FINANCIAL MANAGEMENT, INC.

CRD 328247 · SEC 801-128860

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3435 CARILLON POINT, KIRKLAND, WA, 98033, United States

Phone

425-893-9195

Fax

425-893-9824

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$497.5M

Discretionary AUM

$485.4M

Team

7 total employees; 2 advisory reps

Clients

101-250

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-03-27

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisersPublication of periodicals

Client types

TypeClientsAUM
Individuals43$15.1M
High net worth individuals97$482.4M

States served

CA, WA, TX

All web addresses on file

Official SEC filing: View on IAPD