Skip to main content

SCHMITT WEALTH ADVISERS, CORP.

Doing business as SCHMITT WEALTH ADVISERS, LLC. SEC Form ADV profile.

Total regulatory AUM
$134,959,485
Discretionary
$125,630,109
Non-discretionary
$9,329,376

Firm details

CRD number
174958
SEC file number
801-132291
Main office
CINCINNATI, OH, United States
Employees
3
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.