|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Schmitt Wealth Advisers LLC
✚
|
|
|---|---|
| CRD # | 174958 |
| SEC # | 801-132291 |
| CIK # | |
| AUM | $117.8 M (2025-03-03) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 513-813-1580 |
| Address | 4555 Lake Forest Drive Cincinnati, OH 45242 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 24.1 |
| (b) Individuals (high net worth individuals) | 45 | 93.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 301 | 117.8 |
| By Discretionary | ||
| Discretionary | 276 | 107.2 |
| Non-Discretionary | 25 | 10.5 |
| Total | 301 | 117.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 117.5 | |
| Total | 301 | 117.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Directional Asset Management LLC
✚
|
IL | 0.1 |
|
Spyrnal Wealth Management LLC
✚
|
FL | 0.1 |
|
Vision Investment Advisors LLC
✚
|
CT | 0.1 |
|
HMS Financial Services LLC
✚
|
SC | 0.1 |
|
Sparrow Wealth Management Inc
✚
|
FL | 0.1 |
|
SFGA LLC
✚
|
HI | 0.1 |
|
Global Brokerage Services Inc
✚
|
MD | 0.1 |
|
Outbound Financial Inc
✚
|
CO | 0.1 |
|
Jaras Financial Services Inc
✚
|
0.1 | |
|
Verus Wealth Management LLC
✚
|
WI | 0.1 |