MIGRATION WEALTH MANAGEMENT, LLC

MIGRATION WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 318660). Regulatory assets under management: $20.7M.

Registration

• CRD: 318660
• Type: Registered investment adviser
• Phone: (317) 584-6448
• Latest filing: 2026-01-23
• Regulatory AUM: $20.7M
• Discretionary AUM: $20.4M
• Non-discretionary AUM: $322K
• Clients: 2
• Accounts: 332

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318660 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search