Jacobson & Schmitt Advisors, LLC
Jacobson & Schmitt Advisors, LLC is an SEC-registered wealth manager in Middleton, WI with $676.4M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Jacobson & Schmitt Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 140431, SEC 801-66735, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $676.4M (2026-05-06)
- Firm type
- Wealth Manager
- Location
- Middleton, WI
- Employees
- 15
- Clients
- 462
- CRD
- 140431
- Ownership
- JACOBSON, MILTON, ALLEN; SCHMITT, JASON, NORDEEN; VANDEN BOOGARD, RICHARD, JAY; Sweet, Adam, Christopher
How much AUM does Jacobson & Schmitt Advisors, LLC have?
Jacobson & Schmitt Advisors, LLC reported $676.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Jacobson & Schmitt Advisors, LLC?
Disclosed owners and executives of Jacobson & Schmitt Advisors, LLC include JACOBSON, MILTON, ALLEN, SCHMITT, JASON, NORDEEN, VANDEN BOOGARD, RICHARD, JAY, Sweet, Adam, Christopher. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.