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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- ZenithFusion
- Established Date
- 03-01-2017
- Office Locations
- 1
Office Locations
About Higgins & Schmidt Wealth Strategies LLC
Higgins & Schmidt Wealth Strategies is a Denver-based RIA providing financial planning, investment planning, and portfolio construction, using ETFs, mutual funds, and fixed income in asset-allocation portfolios and incorporating insurance/annuity solutions when appropriate. Custodied at LPL Financial. The team publishes market and policy commentary, and advisor Allison Schmidt has been recognized as an “Advisor to Watch.”
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Owner & Executives
STEVEN GRANT HIGGINS
Advisor
- CRD
- #4785771
- Ownership
- 50% but less than 75%
LAURA KATHRYN SCHMIDT
Chief Compliance Officer
- CRD
- #6107337
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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MOLLY JEANNE COOPER
--
- CRD
- #6181705
ALLISON LOUISE SCHMIDT
Financial Advisor
- CRD
- #5631247
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $279,455,572 | $324,571 |
| Non-Discretionary | $0 | -- |
| Total | $279,455,572 | $324,571 |
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Separately Managed Accounts
Total SMA Asset: $279,455,572
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $300,432,698 | 19.6% |
| Equity - Exchange | $674,440,750 | 44.0% |
| Cash | $557,946,438 | 36.4% |
| Total | $1,532,819,886 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION VECTOR OPTIMA | BEACON MATRIX | XCLRPM4FO | SIAGU | 10.43% | $21,151,151 |
| TIMBER VECTOR CAPITAL | ALPHA DELTA | M8706CJ53 | UBKRK | 12.59% | $11,890,257 |
| PATHWAY ATLAS DELTA | PEAK BRIDGE | EJFVXV2TV | XPU | 8.61% | $27,417,763 |
| QUANTUM ALPHA | PIONEER ZENITH | 0CK5XWL9G | QIDW | 4.33% | $109,875,090 |
| NORTH LEGACY | BEACON PIONEER | V3KHKAVL0 | BDLGM | 5.63% | $50,870,350 |
| FRONTIER CREST | VECTOR FRONTIER | T1Z9BZS8F | LWSFG | 7.75% | $102,414,399 |
| DELTA PEAK QUANTUM | UNISON INSIGHT | HEJLC8F54 | CNU | 11.34% | $114,616,391 |
| UNISON OPTIMA | SUMMIT WAVE | F7SN6NPCC | ODADW | 11.09% | $96,752,662 |