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Building 2MIDWEST WEALTH MANAGEMENT INC.

Map pinINDIANAPOLIS, IN
Phone317-288-4989
NotebookSEC #801-119267
Total AUM
$191.5M
Employees
6
Clients
195

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10475 CROSSPOINT BOULEVARD
SUITE 115
INDIANAPOLIS
IN 46256
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
317-288-4989

ReceiptFinancials

Total AUM
$191.5M
Accounts
407
Discretionary
$191.5M
Accounts
407
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
122
AUM
$26.6M
HNW Individual Clients
66
AUM
$148.5M
Pension/Profit Sharing Plan Clients
1
AUM
$4.5M
Charitable Organization Clients
5
AUM
$11.5M
Corporation or Business Clients
1
AUM
$409.7K

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
COFLINOHTX

HandshakeAffiliates

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

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