other names
  • CATALYST WEALTH MANAGEMENT
  • SCHMIDT ADVISORY SERVICES, INC.

Adviser Profile

Registration status Terminated
As of Date 02/25/2026
ADV Location DEERFIELD, IL, United States
Adviser Type
Number of Employees 1 -50%
of those in investment advisory functions 1
AUM* 70,712,828 -1%
of that, discretionary 4,399,158 -94%
Private Fund GAV* 0 -100%
Avg Account Size 1,122,426 -58%
% High Net Worth 55.07% -32%
SMA’s No
Private Funds 0 2
Contact Info 773 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees