RIA IntelAdvisersIndianaFIERCE WEALTH MANAGEMENT GROUP LLC

FIERCE WEALTH MANAGEMENT GROUP LLC

Advisory

INDIANAPOLIS, IN

Data as of Apr 28, 2026 · Source: SEC Form ADV

Rank in IN
#243
of 270 advisers by AUM
Average account
$293K
across 236 accounts
AUM per adviser
$69M
1 advisers

Source: SEC Form ADV. Figures as filed Apr 28, 2026.

Total AUM
$69M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$69M
Discretionary AUM$69M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients125
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, IN, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

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

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SCHMIDT WEALTH MANAGEMENT, L.L.C.
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