CRD: 328084
Schmidt Wealth Management, L.l.c.
$70.9M Total AUM
$70.9M Disc. AUM
-- 3Y CAGR
1 Employees
245 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-14-2023
- Office Locations
- 1
Office Locations
1210 W. Eads Parkway Lawrenceburg IN
About Schmidt Wealth Management, L.l.c.
Schmidt Wealth Management, LLC provides financial advice and planning alongside personal tax planning and filing for individuals and families. The firm focuses on retirement and education planning and tax-sheltered investing, using vehicles such as IRAs/401(k)s and 529 plans, with broader portfolio construction that can include REITs. Online client login is available.
Team overview
-- AVG AGE
$70.9M AVG AUM / ADVISOR
$289.2K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
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Platform
Available
Services
Available
Technology
Available
Owner & Executives
D
DARIN MICHAEL SCHMIDT
Chief Compliance Officer, Managing Member, President
- CRD
- #4380578
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,858,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $70,858,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Other:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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