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Building 2INDELIBLE WEALTH GROUP

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Phone(970) 532-5842
NotebookSEC #801-129652
Total AUM
$156M
Employees
5
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(970) 532-5842
Other Offices
4

ReceiptFinancials

Total AUM
$156M
Accounts
486
Discretionary
$139.9M
Accounts
452
Non-Discretionary
$16.2M
Accounts
34

ContactClients

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Individual Clients
95
AUM
$32.2M
HNW Individual Clients
65
AUM
$122.4M
Pension/Profit Sharing Plan Clients
1
AUM
$1.4M
Charitable Organization Clients
1
AUM
$108.3K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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