Wealth Manager
    Manages Private Funds

    Schmidt Wealth Management

    Registered investment advisor · Fargo, North Dakota · CRD #142302

    Assets Under Management
    $96M
    Client Accounts
    175
    Employees
    4
    CRD Number
    142302
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Schmidt Wealth Management

    Schmidt Wealth Management is a registered investment advisory firm headquartered in Fargo, North Dakota, managing approximately $96M in regulatory assets across 175 client accounts. The firm's full regulatory record is filed with the SEC under CRD #142302.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Schmidt Wealth Management's AUM?

    Schmidt Wealth Management reports approximately $96M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Schmidt Wealth Management headquartered?

    Schmidt Wealth Management is headquartered in Fargo, North Dakota.

    What is Schmidt Wealth Management's CRD number?

    Schmidt Wealth Management's CRD number is 142302. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Schmidt Wealth Management manage?

    Schmidt Wealth Management manages approximately 175 client accounts according to its latest SEC filing.

    Is Schmidt Wealth Management SEC registered?

    Schmidt Wealth Management is registered as a STATE investment adviser.

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