INDELIBLE WEALTH GROUP LLC

INDELIBLE WEALTH GROUP LLC is an SEC-registered investment adviser (CRD 166864). Regulatory assets under management: $156.0M.

Registration

• CRD: 166864
• SEC file number: 801-129652
• Type: Registered investment adviser
• Phone: (970) 532-5842
• Latest filing: 2026-02-05
• Regulatory AUM: $156.0M
• Discretionary AUM: $139.9M
• Non-discretionary AUM: $16.2M
• Clients: 5
• Accounts: 486

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 166864 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search