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 registered investment adviser formed in 2020 and organized as an LLC under individual ownership. The firm serves both individual and family clients as well as institutional investors, providing financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and manager selection. Compensation is primarily fee-based, using both a percentage-of-assets model and fixed fees. The firm identifies as a capital allocator and does not characterize itself as an active ESG investor.
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%
Contacts
3 of 10
Brian Iles
IARCRD 8211026
Chad Gifford
Financial AdvisorCRD 7255433
Reed Hubbert
Financial PlannerCRD 7842324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 132Active vs passive
$401M in ETFs
52%
$209M
41%
$192M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $36.2M | 220,096 | 9.02% |
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
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