RIA Intel›Advisers›Indiana›WEALTH TEAM LLC

WEALTH TEAM LLC

Advisory

IN

Data as of Jul 7, 2026 · Source: SEC Form ADV

Average account
$63K
across 26 accounts
AUM per adviser
$2M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 7, 2026.

Total AUM
$2M
Discretionary %
100%
Clients
27
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$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients27
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN, NV, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

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

REED INVESTMENT MANAGEMENT, LLC
INDIANAPOLIS, IN
$2M
TRIMINGHAM FINANCIAL, LLC
$2M
DENTVEST LLC
$2M
C.R. RETIREMENT STRATEGIES, LLC
$2M
HELPING HAND FINANCIAL, LLC
GREENWOOD, IN
$2M
PILOT RETIREMENT SERVICES, LLC
FT. WAYNE, IN
$1M
-98.2% 1Y

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