Indy Wealth Solutions, LLC

Overview

Indy Wealth Solutions, LLC is a small, independent registered investment adviser serving individual and family clients as well as small businesses. The firm combines financial planning and portfolio management with insurance brokerage services, and it bills clients through a mix of percentage-of-AUM fees, hourly charges, and fixed fees. The adviser is owner-operated and operates as an independent RIA rather than as a multi-state or affiliated advisor. Indy Wealth Solutions does not position itself as an active ESG investor and is not a capital allocator to third-party funds. Investment activity is concentrated on equities, with a stated preference for exchange-traded instruments. The firm manages client relationships largely on a non-discretionary basis, supporting clients with planning and portfolio oversight rather than running a large discretionary asset base. Client coverage focuses on individuals, families and small-business owners, and the firm’s insurance brokerage capability suggests integration of insurance products into client financial plans where appropriate.

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Public Holdings

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Location & Offices