SCHMIDT WEALTH MANAGEMENT

Overview

Schmidt Wealth Management is an independent registered investment adviser that runs equity‑first, discretionary portfolios for individual and family clients. The firm combines portfolio management with financial planning and offers services to small businesses and institutions, including pension consulting. As an accounting practice by background, Schmidt Wealth Management tends to integrate tax and planning considerations into its investment approach. The firm's stated preference is equities — almost all client assets are held in exchange‑traded instruments — which suggests a bias toward liquid, tradable exposures (ETFs and individual stocks) for core allocations. Fee arrangements include a percentage‑of‑AUM component alongside hourly charges for planning or consulting work, supporting a mix of ongoing management and project‑based advisory relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices