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SCHMITT WEALTH ADVISERS, LLC

CINCINNATI, OH · CRD 174958 · IAPD ↗ · prolifeinvestor.com · (513) 813-1580

$135.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
April 2025 — SCHMITT WEALTH ADVISERS, LLC (CINCINNATI, OH) is newly SEC-registered with $117.8M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.