SCHMIDT WEALTH MANAGEMENT, L.L.C.

Overview

Schmidt Wealth Management, L.L.C. is an independent registered investment adviser that serves individuals, families and some institutional clients with a focus on financial planning and discretionary portfolio management for individuals and small businesses. The firm operates as a limited liability company under individual ownership and combines fee-based AUM billing with hourly and fixed-fee options, giving clients flexibility in how they pay for advice. Investment activity shows a clear tilt toward exchange-traded equities as the primary building block of client portfolios, while the firm supplements equity exposure with traditional mutual funds and annuities. Schmidt Wealth Management also allocates to third-party alternative funds, including venture capital, private placements and real estate, indicating a willingness to place a portion of client capital into illiquid or opportunistic strategies when appropriate. The adviser is not positioned as an ESG-focused manager and does not report multi-state adviser status.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices