RIA Intel›Advisers›Indiana›BBK WEALTH LLC

BBK WEALTH LLC

Advisory

FISHERS, IN

Data as of Mar 10, 2026 · Source: SEC Form ADV

Rank in IN

#252

of 270 advisers by AUM

Average account

$280K

across 224 accounts

AUM per adviser

$31M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 10, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$63M

Discretionary AUM$63M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients94

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN

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

94 clients

32 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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TIMPE & TIMPE FINANCIAL ADVISORY SERVICES, L.L.C.

$61M

HM CAPITAL MANAGEMENT INC

INDIANAPOLIS, IN

$64M

FUHRMANN CAPITAL LLC

INDIANAPOLIS, IN

$61M

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