RIA Intel›Advisers›Indiana›ALLSTREET WEALTH LLC

ALLSTREET WEALTH LLC

Advisory

IN

Data as of Feb 5, 2026 · Source: SEC Form ADV

Rank in IN

#249

of 270 advisers by AUM

Average account

$161K

across 405 accounts

AUM per adviser

$33M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM

$65M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$65M

Discretionary AUM$65M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients128

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates In7 states

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

128 clients

45 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

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$66M

HALEY & SUMMERS WEALTH MANAGEMENT, INC.

$67M

TELEGRAPH EQUITY PARTNERS LIMITED

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$63M

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