Schmidt Wealth Management, LLC
Schmidt Wealth Management, LLC (CRD# 328084) is a financial advisory firm headquartered in Lawrenceburg, IN. They manage $44,300,000 in 290 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management44MILLION
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Total Number of Accounts290ACCOUNTS
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Average Account Value$152,759
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN, KY, OH
Financial Advisors at Schmidt Wealth Management, LLC
1
Darin Schmidt (CRD# 4380578) is an Investment Advisor Representative working at Schmidt Wealth Management, LLC in Lawrenceburg, IN and has over 22 years of experience in the finance industry.
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