Indelible Wealth Group is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 5, 2026, reports $156M in regulatory assets under management, 5 employees, 4 offices, and 486 accounts.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.4% of total clients.
Top client categories% of clientsClients
1
Individuals
59.4%
95
2
HNWI
40.6%
65
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$156Mas of February 5, 2026
Discretionary89.6%
$140M
90% of total RAUM89.6%
Non-discretionary10.4%
$16M
10% of total RAUM10.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$156M
Total Accounts486
10Y AUM Change+$36M (+29.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee32:1
10Y Employee Change0 (0.0%)
* 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.