SCHMIDT WEALTH MANAGEMENT, L.L.C.

SCHMIDT WEALTH MANAGEMENT, L.L.C. of LAWRENCEBURG, IN is an SEC-registered investment adviser (CRD 328084). Regulatory assets under management: $70.9M.

Registration

• CRD: 328084
• Type: Registered investment adviser
• Location: 1210 W. EADS PARKWAY, LAWRENCEBURG, IN, 47025
• Phone: (513)305-1896
• Latest filing: 2026-03-17
• Regulatory AUM: $70.9M
• Discretionary AUM: $70.9M
• Clients: 1
• Accounts: 502

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328084 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search