SCHMIDT WEALTH MANAGEMENT

SCHMIDT WEALTH MANAGEMENT of FARGO, ND is an SEC-registered investment adviser (CRD 142302). Regulatory assets under management: $96.3M.

Registration

• CRD: 142302
• Type: Registered investment adviser
• Location: 4650 26TH AVE S, FARGO, ND, 58104
• Phone: (701) 478-8787
• Latest filing: 2026-02-17
• Regulatory AUM: $96.3M
• Discretionary AUM: $96.3M
• Clients: 4
• Accounts: 175

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 142302 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search