Schmidt Wealth Management

Public-record details

Address

4650 26th Ave S, Ste J, Fargo, ND 58104

Phone

(701) 478-8787

Listed under

Financial planning, Hourly fees, % of assets managed, Retirement plan consulting

Legal name

James a Schmidt, INC.

CRD number

142302

Registration

State registered: MN, ND

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Pension consulting

Regulatory assets under management

$96.3 million

Accounts managed

175

Clients reported (Form ADV 5.D)

68

Individual / high-net-worth clients

45 / 23

Employees

4

Other business activities (Form ADV 6.A)

Also active as: accountant or accounting firm

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-02-17

State registered (MN, ND) investment adviser, CRD 142302, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 142302 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.