HIGGINS & SCHMIDT WEALTH STRATEGIES LLC
CRD #286063 SEC #801-119622 DENVER, CO (720) 287-0918
SEC Registered
Total AUM
$215.1M
Discretionary
$215.1M
Employees
5
Clients
251
Accounts
782
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $215.1M | $215.1M | $0 | 5 | 0 |
| Dec 2025 | $215.1M | $215.1M | $0 | 5 | 0 |
| Nov 2025 | $215.1M | $215.1M | $0 | 5 | 0 |
| Mar 2025 | $215.1M | $215.1M | $0 | 5 | 0 |
| Mar 2024 | $184.8M | $184.8M | $0 | 4 | 0 |
| Apr 2023 | $144.8M | $144.8M | $0 | 4 | 0 |
| Mar 2023 | $144.8M | $144.8M | $0 | 5 | 0 |
| Dec 2022 | $141.6M | $141.6M | $0 | 5 | 0 |
| Sep 2022 | $141.6M | $141.6M | $0 | 5 | 0 |
| Feb 2022 | $141.6M | $141.6M | $0 | 4 | 0 |
| Dec 2021 | $112.6M | $112.6M | $0 | 4 | 0 |
| Apr 2021 | $112.6M | $112.6M | $0 | 4 | 0 |
| Mar 2021 | $112.6M | $112.6M | $0 | 4 | 0 |
| Oct 2020 | $100.3M | $100.3M | $0 | 3 | 0 |
| Oct 2020 | $100.3M | $100.3M | $0 | 3 | 0 |
| Sep 2020 | $100.3M | $100.3M | $0 | 3 | 0 |
DateDec 2025
Total AUM$215.1M
Discretionary$215.1M
Non-Disc.$0
Employees5
Clients0
DateDec 2025
Total AUM$215.1M
Discretionary$215.1M
Non-Disc.$0
Employees5
Clients0
DateNov 2025
Total AUM$215.1M
Discretionary$215.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$215.1M
Discretionary$215.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$184.8M
Discretionary$184.8M
Non-Disc.$0
Employees4
Clients0
DateApr 2023
Total AUM$144.8M
Discretionary$144.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$144.8M
Discretionary$144.8M
Non-Disc.$0
Employees5
Clients0
DateDec 2022
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees5
Clients0
DateSep 2022
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees5
Clients0
DateFeb 2022
Total AUM$141.6M
Discretionary$141.6M
Non-Disc.$0
Employees4
Clients0
DateDec 2021
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$112.6M
Discretionary$112.6M
Non-Disc.$0
Employees4
Clients0
DateOct 2020
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees3
Clients0
DateOct 2020
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees3
Clients0
DateSep 2020
Total AUM$100.3M
Discretionary$100.3M
Non-Disc.$0
Employees3
Clients0