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SCHMIDT WEALTH MANAGEMENT, L.L.C.

Advisory

LAWRENCEBURG, IN

Data as of Mar 17, 2026 · Source: SEC Form ADV

Rank in IN
#240
of 270 advisers by AUM
Average account
$141K
across 502 accounts
AUM per adviser
$71M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 17, 2026.

Total AUM
$71M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$71M
Discretionary AUM$71M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients245
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, KY, OH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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