Schmidt Wealth Management

Schmidt Wealth Management (CRD# 142302) is a financial advisory firm headquartered in Fargo, ND. They manage $70,000,000 in 40 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    70
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $1,750,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN, ND

Financial Advisors at Schmidt Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
James A. Schmidt
CRD#: 1095894
201 5 St N Floor 14, Fargo, ND 58102
93
Wealthminder
score

James Schmidt (CRD# 1095894) is an Investment Advisor Representative working at Schmidt Wealth Management in Fargo, ND and has over 33 years of experience in the finance industry.

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