Bischoff Wealth Management Group, LLC
● SEC registered since 2015CRD 171652SEC# 801-106594Greenwood, IN
Reg. AUM
$222M
Employees
5
Accounts
713
Location
Greenwood, IN
Bischoff Wealth Management Group, LLC assets under management
Bischoff Wealth Management Group, LLC is an SEC-registered investment adviser based in Greenwood, IN. The firm has been registered since 2015. It reports $222 million in regulatory assets under management and employs 5 people.
Bischoff Wealth Management Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Robert Bischoff Control | Managing Member And Chief Compliance Officer | Over 75% | 2015 |
| Kendal Thomas Dunn Control | Chief Operations Officer | Under 5% | 2017 |
Frequently asked questions
How much does Bischoff Wealth Management Group, LLC manage?
Bischoff Wealth Management Group, LLC reports $222 million in regulatory assets under management on its Form ADV.
How many employees does Bischoff Wealth Management Group, LLC have?
Bischoff Wealth Management Group, LLC reports 5 employees.
Where is Bischoff Wealth Management Group, LLC located?
Bischoff Wealth Management Group, LLC is based in Greenwood, IN and has been SEC-registered since 2015.
Does Bischoff Wealth Management Group, LLC disclose fund performance?
Bischoff Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 107 North State Road 135, Suite 207, Greenwood, IN 46142 |
| Phone | (317) 851-9718 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$222M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$222Mregulatory AUM
Discretionary $222M