INDIANAPOLIS, INCRD 111536Latest ADV February 9, 2026
Pile Wealth Management is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated February 9, 2026, reports $189M in regulatory assets under management, 5 employees, and 205 accounts.
Assets Under Management
$189M
Employees
5
Offices
--
Total Clients
86
Primary office
INDIANAPOLIS, IN
ONE INDIANA SQUARE, SUITE 1200, INDIANAPOLIS, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.9% of total clients.
Top client categories% of clientsClients
1
Individuals
77.9%
67
2
HNWI
22.1%
19
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$189Mas of February 9, 2026
Discretionary100.0%
$189M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$189M
Total Accounts205
10Y AUM Change+$77M (+68.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee17:1
10Y Employee Change+1 (+25.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.