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, owner-operated LLC that registered with the SEC in 2020. The firm serves both high-net-worth individuals and families as well as institutional clients, charging a mix of percentage-of-AUM and fixed fees. Its advisory offering centers on financial planning, discretionary portfolio management for individuals and small businesses, pension consulting services, and the selection and oversight of third‑party advisers and managers. The firm identifies itself as a capital allocator, directing client capital into external managers and pooled vehicles rather than acting solely as an in‑house asset manager. It does not list itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 134Active vs passive
$329M in ETFs
53%
$174M
39%
$155M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $17.9M | 125,569 | 5.44% |
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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