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SCHMITT WEALTH ADVISERS, LLC
Legal name: SCHMITT WEALTH ADVISERS, CORP.
CRD 174958File 801-132291
APPROVED
Retail clients
Custody
Filing as of Apr 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$135.0M
Bottom 25% of cohort (national)
Discretionary AUM
$125.6M
Non-discretionary $9.3M
Clients
145
320 accounts
Employees
3
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Mar 31, 2025
- Principal office
- 4555 LAKE FOREST DRIVE, SUITE 235, CINCINNATI, OH, 45242
- Phone
- (513) 813-1580
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $135.0M
- Discretionary AUM
- $125.6M
- Non-discretionary AUM
- $9.3M
- Discretionary accounts
- 300
- Non-discretionary accounts
- 20
- Total accounts
- 320
- AUM per client
- $931K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $299K |
| High net worth individuals | 49 | $107.5M |
| Individuals (other than high net worth individuals) | 95 | $27.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.