Indelible Wealth Group LLC
● SEC registered since 2024CRD 166864SEC# 801-129652
Reg. AUM
$156M
Employees
5
Accounts
486
Location
—
Indelible Wealth Group LLC assets under management
Indelible Wealth Group LLC is an SEC-registered investment adviser. The firm has been registered since 2024. It reports $156 million in regulatory assets under management and employs 5 people.
Indelible Wealth Group LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jason Matthew Brooks Control | President And Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Indelible Wealth Group LLC manage?
Indelible Wealth Group LLC reports $156 million in regulatory assets under management on its Form ADV.
How many employees does Indelible Wealth Group LLC have?
Indelible Wealth Group LLC reports 5 employees.
Does Indelible Wealth Group LLC disclose fund performance?
Indelible Wealth Group LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (970) 532-5842 |
| Fax | (970) 532-5424 |
| Office hours | By Appointment |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$156M▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$156Mregulatory AUM
Discretionary $139.9MNon-discretionary $16.2M