RATON WEALTH

RATON WEALTH of FISHERS, IN is an SEC-registered investment adviser (CRD 290027). Regulatory assets under management: $18.1M.

Registration

• CRD: 290027
• Type: Registered investment adviser
• Location: 11 MUNICIPAL DRIVE, FISHERS, IN, 46038
• Phone: 3179672010
• Latest filing: 2026-03-18
• Regulatory AUM: $18.1M
• Discretionary AUM: $18.1M
• Clients: 1
• Accounts: 34

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Corporations.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290027 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search