Adviser Profile
| As of Date | 04/02/2025 |
| Registration status | Registration Changed to SCHMITT WEALTH ADVISERS, CORP. |
| ADV Location | CINCINNATI, OH, United States |
| Contact Info | (51 xxxxxxx |
| Websites |
| AUM* | 117,754,806 13% |
| of that, discretionary | 107,207,218 15% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 391,212 12% |
| % High Net Worth | 32.14% 18% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds