| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison L Schmidt Inc Control | Member | 50-75% | 2015 |
| Molly Jeanne Cooper Control | Chief Compliance Officer | Under 5% | 2016 |
| Steven Grant Higgins Control | Member | 50-75% | 2015 |
Higgins & Schmidt Wealth Strategies LLC reports $215.1 million in regulatory assets under management on its Form ADV.
Higgins & Schmidt Wealth Strategies LLC reports 5 employees.
Higgins & Schmidt Wealth Strategies LLC is based in Denver, CO and has been SEC-registered since 2020.
Higgins & Schmidt Wealth Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1934 Market Street, Denver, CO 80202 |
| Phone | (720) 287-0918 |
| Fax | (888) 431-0490 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
| Discretionary | $215.1M |
| Non-discretionary | $0 |
| Total (RAUM) | $215.1M |