# Schmidt Wealth Management, L.L.C.

> Schmidt Wealth Management, L.L.C. is a state-registered investment advisory firm in Lawrenceburg, IN, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 328084
- Filed as: SCHMIDT WEALTH MANAGEMENT, L.L.C.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lawrenceburg, IN
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/328084
- AdvisorCensus page: https://advisorcensus.com/firm/schmidt-wealth-management-l-l-c-lawrenceburg-in-328084

## Quick answers

**How is Schmidt Wealth Management, L.L.C. compensated?**
On its Form ADV (Item 5.E, October 2026), Schmidt Wealth Management, L.L.C. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Schmidt Wealth Management, L.L.C. located?**
Schmidt Wealth Management, L.L.C.'s principal office is in Lawrenceburg, IN, according to its Form ADV.

**Is Schmidt Wealth Management, L.L.C. registered with the SEC or a state?**
Schmidt Wealth Management, L.L.C. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 328084.

**How much does Schmidt Wealth Management, L.L.C. manage?**
Schmidt Wealth Management, L.L.C. reports $70,858,000 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**What types of clients does Schmidt Wealth Management, L.L.C. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (209); high net worth individuals (26); pension and profit sharing plans (but not the plan participants or government pension plans) (9).

**Does Schmidt Wealth Management, L.L.C. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/328084

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $70,858,000
- Discretionary: $70,858,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 209 | $19,000,000 |
| High net worth individuals | 26 | $41,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 9 | $10,778,000 |
| Corporations or other businesses not listed above | 1 | $80,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, KY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [schmidtwealthmanagement.com](https://schmidtwealthmanagement.com)
- Facebook facebook.com
- LinkedIn @schmidt-wealthmanagement-llc
- LinkedIn @darin-m-schmidta83b224

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Schmidt Wealth Management, L.L.C. (CRD 328084): Form ADV filing data as of October 2026.