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, SEC-registered registered investment adviser (since 2020) structured as an LLC and owned by an individual. The firm serves both individual and family clients and institutional mandates, operating as a capital allocator and offering fee arrangements that include percentage-of-AUM billing and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.
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 12
Austin Crites
Adjunct ProfessorCRD 5279417
Scott Busch
Financial AdvisorCRD 6757917
Pierce Roe
Financial AdvisorCRD 6791490
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
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