Cherry Wealth Management LLC
Firm details
- Headquarters
- Lebanon, Indiana
- CRD number
- 340992
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cherry Wealth Management LLC is a limited liability company that provides insurance brokerage alongside advisory services centered on financial planning and portfolio management for individuals and small businesses. The firm bills clients using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. FINTRX flags the advisor as unclassified, not a capital allocator, and not an active ESG investor. It is not reported as a multi-state adviser, a pension consultant, or as having related-adviser status. The firm's SEC registration details are not specified in the available record.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Brian Kirschbaum
OwnerCRD 8104124
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lebanon, IN
Boone
Location
Lebanon, IN
Headquartered in Lebanon, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Boone
- Address
- 1120 Sherri Ln
- Time zone
- ET (UTC-5)
- Office locations
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