RIA Intel›Advisers›Indiana›MUSLEH WEALTH MANAGEMENT LLC

MUSLEH WEALTH MANAGEMENT LLC

Advisory

IN

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

Average account

$168K

across 249 accounts

AUM per adviser

$42M

1 advisers

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

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients76

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

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

76 clients

17 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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CAPITAL STRATEGIES, INC.

INDIANAPOLIS, IN

$41M

SUMMIT CPA GROUP, LLC

$41M

CANA FINANCIAL ADVISORS, LLC

INDIANAPOLIS, IN

$43M

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