Indelible Wealth Group

RIASEC RegisteredEst. 2024

Total AUM

$156M

Discretionary

$140M

90% of AUM

Avg account

$321K

Accounts

486

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 166864
Registered since: March 7, 2024
Website: www.indeliblewealth.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.45%
Individuals20.61%
Pension & Profit Sharing Plans0.88%
Charitable Organizations0.07%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Indelible Wealth Group is an independent registered investment adviser organized as a limited liability company and SEC-registered in 2024. The firm is owned by an individual and focuses on serving individual and family clients. Its advisory offerings, as reported in filings, include financial planning, portfolio management for individuals and small businesses, and pension consulting services. Compensation is a mix of percentage-of-AUM fees, hourly charges and fixed fees. The firm does not identify itself as a capital allocator and is not flagged as an active ESG investor in the available data.