RIA IntelAdvisersIndianaRLS WEALTH, LLC

RLS WEALTH, LLC

Advisory

FISHERS, IN

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in IN
#226
of 270 advisers by AUM
Average account
$218K
across 407 accounts
AUM per adviser
$89M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$89M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$89M
Discretionary AUM$89M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients130
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

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

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

Get the full picture on RLS WEALTH, LLC

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

Create a free account →See plans