INDY WEALTH SOLUTIONS, LLC

INDY WEALTH SOLUTIONS, LLC is an SEC-registered investment adviser (CRD 283634). Regulatory assets under management: $5.9M.

Registration

• CRD: 283634
• Type: Registered investment adviser
• Phone: 260-312-5413
• Latest filing: 2026-03-19
• Regulatory AUM: $5.9M
• Non-discretionary AUM: $5.9M
• Clients: 1
• Accounts: 234

Business model

Compensation: % of AUM, Hourly, Fixed.

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 283634 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search