SCHMITT WEALTH ADVISERS, LLC
Firm details
- Headquarters
- BLUE ASH, Ohio
- CRD number
- 174958
- Registered since
- March 31, 2025
- Website
- schmittwealthadvisers.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.65%
- Individuals20.13%
- Corporations / Businesses0.22%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Schmitt Wealth Advisers, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves both individual and family clients as well as some institutional clients. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services listed by the firm are financial planning, portfolio management for individuals and small businesses, and selection of other advisers. Schmitt identifies itself as a capital allocator but does not present as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents6%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
1 of 1MICHELLE MCCARTHY
Chief Compliance OfficerCRD 7682269
Contacts
2 of 2ANDREW SCHMITT
Managing MemberCRD 2261271
PETER SCHMITT
Financial Planner, AdviserCRD 6638158
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BLUE ASH, OH
HAMILTON
Location
BLUE ASH, OH
Headquartered in BLUE ASH, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- HAMILTON
- Address
- 4555 Lake Forest Dr
- Time zone
- ET (UTC-5)
- Office locations
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