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Schmitt Wealth Advisers, LLC

● SEC registered since 2025CRD 174958SEC# 801-132291Cincinnati, OH
Export (members)
Reg. AUM
$117.8M
Employees
3
Accounts
301
Location
Cincinnati, OH

Schmitt Wealth Advisers, LLC assets under management

Schmitt Wealth Advisers, LLC operates as an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2025. It reports $117.8 million in regulatory assets under management and employs 3 people.
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Schmitt Wealth Advisers, LLC owners & executives

2 reported
NameTitleOwnershipSince
Andrew William Schmitt ControlManaging MemberOver 75%2015
Michelle Anne McCarthyChief Compliance OfficerUnder 5%2025

Frequently asked questions

How much does Schmitt Wealth Advisers, LLC manage?

Schmitt Wealth Advisers, LLC reports $117.8 million in regulatory assets under management on its Form ADV.

How many employees does Schmitt Wealth Advisers, LLC have?

Schmitt Wealth Advisers, LLC reports 3 employees.

Where is Schmitt Wealth Advisers, LLC located?

Schmitt Wealth Advisers, LLC is based in Cincinnati, OH and has been SEC-registered since 2025.

Does Schmitt Wealth Advisers, LLC disclose fund performance?

Schmitt Wealth Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4555 Lake Forest Drive, Suite 235, Cincinnati, OH 45242
Phone(513) 813-1580
Fax(513) 813-1581
Office hours9:00 a.m. - 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$107.2M
Non-discretionary$10.5M
Total (RAUM)$117.8M