RIA Intel›Advisers›Indiana›GINERIS WEALTH MANAGEMENT LLC

GINERIS WEALTH MANAGEMENT LLC

Advisory

DYER, IN

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in IN
#225
of 270 advisers by AUM
Average account
$286K
across 312 accounts
AUM per adviser
$45M
2 advisers

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM
$89M
Discretionary %
0%
Clients
313
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$89M
Discretionary AUM$0
Non-Discretionary AUM$89M
Discretionary %0%
Total Clients313
Team
Total Employees2
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, IA, IL, IN, TX, WI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

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

RLS WEALTH, LLC
FISHERS, IN
$89M
WISELY ADVISED, LLC
DYER, IN
$89M
DYNAMIC LEGACY PLANNING LLC
GREENFIELD, IN
$90M
PARK AND ELM INVESTMENT ADVISERS LLC
CARMEL, IN
$88M
CAPSTONE ADVISORS, LLC
FORT WAYNE, IN
$91M
MCC FINANCIAL ADVISORS, LLC
$92M

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