CRD: 174958
Schmitt Wealth Advisers, LLC
$135.0M Total AUM
$125.6M Disc. AUM
-- 3Y CAGR
3 Employees
145 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 08-04-2015
- Office Locations
- 1
Office Locations
4555 Lake Forest Drive Suite 235 Cincinnati OH
About Schmitt Wealth Advisers, LLC
Schmitt Wealth Advisers is a Cincinnati-based, family-run RIA providing financial planning and investment management for prudent individuals and families focused on retirement readiness and long-term wealth building. Portfolios primarily use ETFs and mutual funds, with an emphasis on risk management. Custody includes Charles Schwab.
Team overview
44 AVG AGE
$67.5M AVG AUM / ADVISOR
$930.8K AVG AUM / CLIENT
7.6 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
ANDREW WILLIAM SCHMITT
Investment Advisor, Managing Member
- CRD
- #2261271
- Ownership
- 75% or more
Available
Available
Available
MICHELLE ANNE MCCARTHY
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
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PETER JOSEF SCHMITT
Certified Financial Planner
- CRD
- #6638158
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $125,630,109 | $418,767 |
| Non-Discretionary | $9,329,376 | $466,469 |
| Total | $134,959,485 | $421,748 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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