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Building 2MIDWEST WEALTH MANAGEMENT INC.

Map pinINDIANAPOLIS, IN
Phone317-288-4989
NotebookSEC #801-114213
Total AUM
$76.3M
Employees
4
Clients
112

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8888 KEYSTONE CROSSING
SUITE 960
INDIANAPOLIS
IN 46240
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
317-288-4989

ReceiptFinancials

Total AUM
$76.3M
Accounts
272
Discretionary
$76.3M
Accounts
272
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
68
AUM
$12.2M
HNW Individual Clients
41
AUM
$55.4M
Pension/Profit Sharing Plan Clients
1
AUM
$3.8M
Charitable Organization Clients
1
AUM
$4.9M
Corporation or Business Clients
1
AUM
$29.1K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
INOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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