SCHMIDT ADVISORY SERVICES, INC.
Legal name: CATALYST WEALTH MANAGEMENT
CRD #283728 SEC #801-120781 NORTHBROOK, IL 773-774-2600
SEC Registered Private Funds
Total AUM
$71.7M
Discretionary
$71.7M
Employees
2
Clients
1
Accounts
27
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2024 | $71.7M | $71.7M | $0 | 2 | 0 |
| Oct 2024 | $71.7M | $71.7M | $0 | 2 | 0 |
| Aug 2024 | $71.7M | $71.7M | $0 | 2 | 0 |
| Jun 2024 | $71.7M | $71.7M | $0 | 2 | 0 |
| May 2024 | $71.7M | $71.7M | $0 | 2 | 0 |
| Mar 2024 | $71.7M | $71.7M | $0 | 2 | 0 |
| Dec 2023 | $139.6M | $139.6M | $0 | 3 | 0 |
| Nov 2023 | $139.6M | $139.6M | $0 | 3 | 0 |
| Oct 2023 | $139.6M | $139.6M | $0 | 3 | 0 |
| Mar 2023 | $139.6M | $139.6M | $0 | 3 | 0 |
| Feb 2023 | $139.6M | $139.6M | $0 | 3 | 0 |
| Jan 2023 | $126M | $126M | $0 | 2 | 0 |
| Nov 2022 | $126M | $126M | $0 | 2 | 0 |
| Nov 2022 | $126M | $126M | $0 | 2 | 0 |
| Nov 2022 | $126M | $126M | $0 | 2 | 0 |
| Oct 2022 | $126M | $126M | $0 | 2 | 0 |
| Feb 2022 | $126M | $126M | $0 | 2 | 0 |
| Sep 2021 | $126M | $126M | $0 | 2 | 60 |
| Jun 2021 | $126M | $126M | $0 | 2 | 60 |
| Mar 2021 | $126M | $126M | $0 | 2 | 60 |
DateOct 2024
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees2
Clients0
DateOct 2024
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees2
Clients0
DateJun 2024
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$71.7M
Discretionary$71.7M
Non-Disc.$0
Employees2
Clients0
DateDec 2023
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees3
Clients0
DateOct 2023
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees3
Clients0
DateFeb 2023
Total AUM$139.6M
Discretionary$139.6M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees2
Clients0
DateSep 2021
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees2
Clients60
DateJun 2021
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees2
Clients60
DateMar 2021
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees2
Clients60