INDIWEALTH

Overview

Indiwealth is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, and it also publishes periodic newsletters. Its advisory approach centers on pooled public funds and mutual funds as the primary vehicle for client portfolios, with fee arrangements available as a percentage of assets under management and as fixed fees. Indiwealth is not positioned as a multi-state ESG investor, pension consultant, or capital allocator; instead it operates as a compact, client-facing advisory practice that emphasizes straightforward portfolio solutions and planning services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices