Higgins & Schmidt Wealth Strategies LLC
Higgins & Schmidt Wealth Strategies LLC is an SEC-registered wealth manager in Denver, CO with $279.5M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Higgins & Schmidt Wealth Strategies LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 286063, SEC 801-119622, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $279.5M (2026-03-17)
- Firm type
- Wealth Manager
- Location
- Denver, CO
- Employees
- 6
- Clients
- 239
- CRD
- 286063
- Ownership
- HIGGINS, STEVEN, GRANT; ALLISON L DEYOUNG INC; COOPER, MOLLY, JEANNE; ALLISON L SCHMIDT INC; SCHMIDT, LAURA, KATHRYN
How much AUM does Higgins & Schmidt Wealth Strategies LLC have?
Higgins & Schmidt Wealth Strategies LLC reported $279.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Higgins & Schmidt Wealth Strategies LLC?
Disclosed owners and executives of Higgins & Schmidt Wealth Strategies LLC include HIGGINS, STEVEN, GRANT, ALLISON L DEYOUNG INC, COOPER, MOLLY, JEANNE, ALLISON L SCHMIDT INC, SCHMIDT, LAURA, KATHRYN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.