RIA Intel›Advisers›Indiana›ON TARGET WEALTH PARTNERS, LLC

ON TARGET WEALTH PARTNERS, LLC

Advisory

GREENWOOD, IN

Data as of Mar 11, 2026 · Source: SEC Form ADV

Average account
$275K
across 101 accounts
AUM per adviser
$28M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM
$28M
Discretionary %
0%
Clients
34
Employees
1

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$28M
Discretionary AUM$0
Non-Discretionary AUM$28M
Discretionary %0%
Total Clients34
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, IN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

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

MULBERRY CAPITAL MANAGEMENT LLC
$28M
THE ROSE, INC.
$28M
ICON WEALTH MANAGEMENT, INC.
INDIANAPOLIS, IN
$27M
SAMEX CAPITAL ADVISORS, LLC
FISHERS, IN
$27M
0.0% 1Y
WASHINGTON & SCOVILLE, LLC
INDIANAPOLIS, IN
$26M
CLARITY FINANCIAL ORGANIZATION, LLC
BOONVILLE, IN
$26M

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