RIA Intel›Advisers›Indiana›FORSYTHE WEALTH MANAGEMENT, INC.

FORSYTHE WEALTH MANAGEMENT, INC.

Advisory

CROWN POINT, IN

Data as of Feb 17, 2026 · Source: SEC Form ADV

Rank in IN
#235
of 270 advisers by AUM
Average account
$224K
across 355 accounts
AUM per adviser
$40M
2 advisers

Source: SEC Form ADV. Figures as filed Feb 17, 2026.

Total AUM
$79M
Discretionary %
100%
Clients
124
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$79M
Discretionary AUM$79M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients124
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InFL, IL, 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.

ARENA WEALTH MANAGEMENT LLC
FORT WAYNE, IN
$80M
WEBB, DAVID STAUFFER
INDIANAPOLIS, IN
$78M
+47.2% 1Y
WALSH ADVISORS INC.
CROWN POINT, IN
$82M
GENUINE WEALTH ADVISORS, LLC
INDIANAPOLIS, IN
$76M
LINDA ZIMMERMANN FINANCIAL PLANNING AND COUNSELING
$83M
MOUNTAIN PEAK WEALTH ADVISORS, LLC
FORT WAYNE, IN
$85M

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