BBK WEALTH LLC

BBK WEALTH LLC of FISHERS, IN is an SEC-registered investment adviser (CRD 311324). Regulatory assets under management: $62.6M.

Registration

• CRD: 311324
• Type: Registered investment adviser
• Location: 14074 TRADE CENTER DRIVE, SUITE 240, FISHERS, IN, 46038
• Phone: (317) 207 - 0730
• Latest filing: 2026-03-10
• Regulatory AUM: $62.6M
• Discretionary AUM: $62.6M
• Clients: 2
• Accounts: 224

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 311324 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search