Schmitt Wealth Advisers, LLC
Schmitt Wealth Advisers, LLC is an SEC-registered mass-market adviser in Cincinnati, OH with $135.0M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Schmitt Wealth Advisers, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174958, SEC 801-132291, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $135.0M (2026-04-30)
- Firm type
- Mass-Market Adviser
- Location
- Cincinnati, OH
- Employees
- 3
- Clients
- 145
- CRD
- 174958
- Ownership
- SCHMITT, ANDREW, WILLIAM; MCCARTHY, MICHELLE, ANNE
How much AUM does Schmitt Wealth Advisers, LLC have?
Schmitt Wealth Advisers, LLC reported $135.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Schmitt Wealth Advisers, LLC?
Disclosed owners and executives of Schmitt Wealth Advisers, LLC include SCHMITT, ANDREW, WILLIAM, MCCARTHY, MICHELLE, ANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.