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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Illinois
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 31, 2024
- 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 |
|---|---|---|---|---|
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
| SCHMIDT, SANFORD, ALLEN | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Oct 31, 2024 REGISTERED
Notice Filings (10)
AZ CA CO FL IA IL OH OR TX WI
Address
450 SKOKIE BLVD.SUITE 507
NORTHBROOK, IL 60062
United States
Phone: 773-774-2600