Schmitt Wealth Advisers, Corp.
● SEC registered since 2025CRD 174958SEC# 801-132291Cincinnati, OH
Reg. AUM
$135M
Employees
3
Accounts
320
Location
Cincinnati, OH
About Schmitt Wealth Advisers, Corp.
Schmitt Wealth Advisers is a fee-only registered investment adviser offering wealth management and planning for individuals building retirement and family wealth. It also offers specialized resources for Procter & Gamble retirement planning.
Summary based on the firm’s website.
Schmitt Wealth Advisers, Corp. assets under management
Schmitt Wealth Advisers, Corp. operates as an SEC-registered investment adviser based in Cincinnati, OH. The firm has been registered since 2025. It reports $135 million in regulatory assets under management and employs 3 people.
Schmitt Wealth Advisers, Corp. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew William Schmitt Control | Managing Member | Over 75% | 2015 |
| Michelle Anne McCarthy | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Schmitt Wealth Advisers, Corp. manage?
Schmitt Wealth Advisers, Corp. reports $135 million in regulatory assets under management on its Form ADV.
How many employees does Schmitt Wealth Advisers, Corp. have?
Schmitt Wealth Advisers, Corp. reports 3 employees.
Where is Schmitt Wealth Advisers, Corp. located?
Schmitt Wealth Advisers, Corp. is based in Cincinnati, OH and has been SEC-registered since 2025.
Does Schmitt Wealth Advisers, Corp. disclose fund performance?
Schmitt Wealth Advisers, Corp. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4555 Lake Forest Drive, Suite 235, Cincinnati, OH 45242 |
| Phone | (513) 813-1580 |
| Fax | (513) 813-1581 |
| Office hours | 9:00 a.m. - 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$135M▲ 15%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,389 advisers
EmployeesTop 77%
More than 23% of 16,799 advisers
Assets under management
$135Mregulatory AUM
Discretionary $125.6MNon-discretionary $9.3M