Schmidt Financial Management
Schmidt Financial Management is an SEC-registered wealth manager in Kirkland, WA with $497.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Schmidt Financial Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 328247, SEC 801-128860, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $497.5M (2026-03-27)
- Firm type
- Wealth Manager
- Location
- Kirkland, WA
- Employees
- 7
- Clients
- 140
- CRD
- 328247
- Ownership
- SCHMIDT, EVAN, TODD; COX, PAUL, IRVIN; Hubert, Dominic, Christian
How much AUM does Schmidt Financial Management have?
Schmidt Financial Management reported $497.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Schmidt Financial Management?
Disclosed owners and executives of Schmidt Financial Management include SCHMIDT, EVAN, TODD, COX, PAUL, IRVIN, Hubert, Dominic, Christian. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.