RIA Intel›Advisers›Indiana›ANWEILER FINANCIAL MANAGEMENT, LLC

ANWEILER FINANCIAL MANAGEMENT, LLC

Advisory

NEW HAVEN, IN

Data as of Apr 8, 2026 · Source: SEC Form ADV

Average account

$270K

across 190 accounts

AUM per adviser

$51M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 8, 2026.

Total AUM

$51M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$51M

Discretionary AUM$0

Non-Discretionary AUM$51M

Discretionary %0%

Total Clients107

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, IN

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

107 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in IN

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

BASSETT AND ASSOCIATES RETIREMENT PLANNING SERVICES, INC.

$52M

HOULIHAN ASSET MANAGEMENT LLC

$52M

THE SCHAMBER GROUP, INC.

$52M

CB INVESTMENT ADVISORS, L.L.C.

$50M

LEVER WEALTH MANAGEMENT, LLC

$50M

ARENA WEALTH ADVISORS LLC

JEFFERSONVILLE, IN

$53M

Get the full picture on ANWEILER FINANCIAL MANAGEMENT, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ANWEILER FINANCIAL MANAGEMENT, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans