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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-28-2006
- Office Locations
- 1
Office Locations
About Schmidt Wealth Management
Schmidt Wealth Management is a Fargo, ND fee-only RIA providing fiduciary wealth management and financial planning, often as a full plan or second-opinion review, for physicians, corporate executives and entrepreneurs. The firm coordinates with clients’ CPAs and attorneys on key tax/estate items. Portfolios are primarily implemented with ETFs and U.S. government/agency bonds, with custody through Charles Schwab.
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Client Personas
Investment Vehicles
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Owner & Executives
JAMES ALLEN SCHMIDT
Chief Compliance Officer, Founder, President
- CRD
- #1095894
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $96,324,737 | -- |
| Non-Discretionary | $0 | -- |
| Total | $96,324,737 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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