SCHMITT WEALTH ADVISERS, LLC
CRD #174958 SEC #801-132291 CINCINNATI, OH (513) 813-1580
SEC Registered
Total AUM
$117.8M
Discretionary
$107.2M
Employees
3
Clients
0
Accounts
301
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 3, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCCARTHY, MICHELLE, ANNE | I | CHIEF COMPLIANCE OFFICER | NA | |
| SCHMITT, ANDREW, WILLIAM | I | MANAGING MEMBER | E | Control |
| SCHMITT, ANDREW, WILLIAM | I | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 3, 2025 REGISTERED
Notice Filings (2)
KY OH
Address
4555 LAKE FOREST DRIVESUITE 235
CINCINNATI, OH 45242
United States
Phone: (513) 813-1580