RIA Intel›Advisers›Indiana›MIGRATION WEALTH MANAGEMENT, LLC

MIGRATION WEALTH MANAGEMENT, LLC

Advisory

Data as of Jan 23, 2026 · Source: SEC Form ADV

Average account

$62K

across 332 accounts

AUM per adviser

$21M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 23, 2026.

Total AUM

$21M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$21M

Discretionary AUM$20M

Non-Discretionary AUM$322K

Discretionary %98.4%

Total Clients68

Team

Total Employees2

Investment Advisers1

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.

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

68 clients

7 high-net-worth

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.

GENTRY FINANCIAL, LLC

$21M

BROOKS INVESTMENT ADVISORY SERVICE

$21M

NEXT ADVENTURE FINANCIAL LLC

$21M

CFWM, LLC

$21M

TWO FISH MANAGEMENT, LLC

$20M

-73.4% 1Y

HARRIS HARPER COUNSEL, INC.

$22M

Get the full picture on MIGRATION WEALTH MANAGEMENT, LLC

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

Create a free account →See plans