NORTHBOUND WEALTH

NORTHBOUND WEALTH of INDIANAPOLIS, IN is an SEC-registered investment adviser (CRD 311107). Regulatory assets under management: $43.5M.

Registration

• CRD: 311107
• Type: Registered investment adviser
• Location: 9247 N. MERIDIAN STREET, INDIANAPOLIS, IN, 46260
• Phone: 317-399-1107
• Latest filing: 2026-03-11
• Regulatory AUM: $43.5M
• Discretionary AUM: $40.6M
• Non-discretionary AUM: $2.9M
• Clients: 2
• Accounts: 229

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311107 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search