Gettings Busch Wealth Management
Firm details
- Headquarters
- Lafayette, Indiana
- CRD number
- 306757
- Registered since
- January 2, 2020
- Website
- www.gettingsreed.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.4%
- Individuals26.47%
- Charitable Organizations0.96%
- Corporations / Businesses0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Gettings Busch Wealth Management is an independent, individual-owned LLC that acts as a registered investment adviser with the SEC (registration began in 2020). The firm serves both individual and family clients as well as institutional mandates, charging clients via a percentage-of-assets model and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of third-party advisers. The firm identifies itself as a capital allocator and is not positioned as an ESG-focused manager.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities79%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 140Active vs passive
$439M in ETFs
48%
$212M
44%
$227M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $38.5M | 231,806 | 8.77% |
Location
Lafayette, IN
Tippecanoe
Location
Lafayette, IN
Headquartered in Lafayette, IN, anchoring the Lafayette-West Lafayette-Frankfort, IN metro in the Midwest.
- Metro area
- Lafayette-West Lafayette-Frankfort, IN
- Region
- Midwest
- County
- Tippecanoe
- Address
- 672 Main St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Capital Advisor Network
RIALafayette, IN
The Schamber Group, Inc.
RIALafayette, IN
Next Adventure Financial LLC
RIALafayette, IN
CAE Investment Advisory, LLC
RIALafayette, IN
Monon Wealth Management
RIAIndianapolis, IN
Elevated Financial Group
RIAIndianapolis, IN