ON TARGET WEALTH PARTNERS, LLC

ON TARGET WEALTH PARTNERS, LLC of GREENWOOD, IN is an SEC-registered investment adviser (CRD 147594). Regulatory assets under management: $27.8M.

Registration

• CRD: 147594
• Type: Registered investment adviser
• Location: 151 WATER STREET, GREENWOOD, IN, 46143
• Phone: 317-731-7243
• Latest filing: 2026-03-11
• Regulatory AUM: $27.8M
• Non-discretionary AUM: $27.8M
• Clients: 1
• Accounts: 101

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147594 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search