Higgins & Schmidt Wealth Strategies LLC
● SEC registered since 2020CRD 286063SEC# 801-119622Denver, CO
Reg. AUM
$279.5M
Employees
6
Accounts
861
Location
Denver, CO
Higgins & Schmidt Wealth Strategies LLC assets under management
Higgins & Schmidt Wealth Strategies LLC is a registered investment adviser overseen by the SEC based in Denver, CO. The firm has been registered since 2020. It reports $279.5 million in regulatory assets under management and employs 6 people.
Higgins & Schmidt Wealth Strategies LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison L Schmidt Inc Control | Member | 50-75% | 2016 |
| Laura Kathryn Schmidt Control | Chief Compliance Officer | Under 5% | 2026 |
| Steven Grant Higgins Control | Member | 50-75% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Higgins & Schmidt Wealth Strategies LLC manage?
Higgins & Schmidt Wealth Strategies LLC reports $279.5 million in regulatory assets under management on its Form ADV.
How many employees does Higgins & Schmidt Wealth Strategies LLC have?
Higgins & Schmidt Wealth Strategies LLC reports 6 employees.
Where is Higgins & Schmidt Wealth Strategies LLC located?
Higgins & Schmidt Wealth Strategies LLC is based in Denver, CO and has been SEC-registered since 2020.
Does Higgins & Schmidt Wealth Strategies LLC disclose fund performance?
Higgins & Schmidt Wealth Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1934 Market Street, Denver, CO 80202 |
| Phone | (720) 287-0918 |
| Fax | (888) 431-0490 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$279.5M▲ 30%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 64%
Larger than 36% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$279.5Mregulatory AUM
Discretionary $279.5M