Schmitt Wealth Advisers, LLC

Schmitt Wealth Advisers, LLC (CRD# 174958) is a financial advisory firm headquartered in Cincinnati, OH. They manage $104,527,368 in 298 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4555 Lake Forest Drive, Suite 235, Cincinnati, OH 45242
http://www.prolifeinvestor.com
By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    298
    ACCOUNTS
  • Average Account Value
    $350,763
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY, OH

Financial Advisors at Schmitt Wealth Advisers, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Andrew Schmitt, financial advisor Cincinnati OH
Andrew W. Schmitt
CRD#: 2261271
4555 Lake Forest Drive, Suite 515, Cincinnati, OH 45242

Andrew Schmitt (CRD# 2261271) is an Investment Advisor Representative working at Schmitt Wealth Advisers, LLC in Cincinnati, OH and has over 31 years of experience in the finance industry.

2
Peter Schmitt, financial advisor Cincinnati OH
Peter J. Schmitt
CRD#: 6638158
4555 Lake Forest Drive, Suite 515, Cincinnati, OH 45242

Peter Schmitt (CRD# 6638158) is an Investment Advisor Representative working at Schmitt Wealth Advisers, LLC in Cincinnati, OH and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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