GREENWOOD, INCRD 171652Latest ADV February 25, 2026
Bischoff Wealth Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Greenwood, IN. Its latest Form ADV filing, dated February 25, 2026, reports $222M in regulatory assets under management, 5 employees, and 713 accounts.
Assets Under Management
$222M
Employees
5
Offices
--
Total Clients
378
Primary office
GREENWOOD, IN
107 NORTH STATE ROAD 135, SUITE 207, GREENWOOD, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 64.3% of total clients.
Top client categories% of clientsClients
1
Individuals
64.3%
243
2
HNWI
30.2%
114
3
Corporations
5.6%
21
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$222Mas of February 25, 2026
Discretionary100.0%
$222M
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.
Total AUM$222M
Total Accounts713
10Y AUM Change+$91M (+70.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee76:1
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.