SCHMITT WEALTH ADVISERS, CORP.

SCHMITT WEALTH ADVISERS, CORP. of CINCINNATI, OH is an SEC-registered investment adviser (CRD 174958). Regulatory assets under management: $135.0M.

Registration

• CRD: 174958
• SEC file number: 801-132291
• Type: Registered investment adviser
• Location: 4555 LAKE FOREST DRIVE, SUITE 235, CINCINNATI, OH, 45242
• Phone: (513) 813-1580
• Latest filing: 2026-04-30
• Regulatory AUM: $135.0M
• Discretionary AUM: $125.6M
• Non-discretionary AUM: $9.3M
• Clients: 3
• Accounts: 320

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174958 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search