|
⚲
|
| Keyboard |
| Higgins & Schmidt Wealth Strategies LLC
✚
|
|
|---|---|
| CRD # | 286063 |
| SEC # | 801-119622 |
| CIK # | 0001941260 |
| AUM | 279.5 M (2026-03-17) |
| Employees | 6 (50% Investors, 50% Brokers) |
| Fees | |
| Minimum | |
| Phone | 720-287-0918 |
| Address | 1934 Market Street Denver, CO 80202 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 2.8 | ||
| Apple Inc | 1.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 133 | 51.7 |
| (b) Individuals (high net worth individuals) | 102 | 226.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 1.8 |
| (n) Other | 0 | 0.0 |
| Total | 861 | 279.5 |
| By Discretionary | ||
| Discretionary | 861 | 279.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 861 | 279.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 279.5 | |
| Total | 861 | 279.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001941260] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wilson & Boucher Capital Management LLC
✚
|
280.4 M | |
|
FF Advisors LLC
✚
|
CA | 280.3 M |
|
Timberchase Financial LLC
✚
|
AL | 280.2 M |
|
Paladin Advisory Group LLC
✚
|
IA | 279.8 M |
|
Members Wealth LLC
✚
|
PA | 279.6 M |
|
Pathworks Financial Inc
✚
|
MI | 279.3 M |
|
Wells Financial Advisors Inc
✚
|
MA | 279.3 M |
|
DWM Financial Group Inc
✚
|
IL | 279.2 M |
|
Holistic Wealth Advisors
✚
|
NY | 278.7 M |
|
Wealth Advisors Group LLC
✚
|
IA | 278.5 M |