Wetzel Investment Advisors, Inc.
● SEC registered since 2020CRD 305301SEC# 801-117718Indianapolis, IN
Reg. AUM
$338.3M
Employees
10
Accounts
1,336
Location
Indianapolis, IN
Wetzel Investment Advisors, Inc. assets under management
Wetzel Investment Advisors, Inc. is an investment advisory firm registered with the SEC based in Indianapolis, IN. The firm has been registered since 2020. It reports $338.3 million in regulatory assets under management and employs 10 people.
Wetzel Investment Advisors, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Heidi Wetzel Hargis Control | Chief Compliance Officer | 25-50% | 2020 |
| Robert Hickey Wetzel | Financial Adviser | Under 5% | 2009 |
| Sarah Elizabeth Boston Control | President | 50-75% | 2021 |
Frequently asked questions
How much does Wetzel Investment Advisors, Inc. manage?
Wetzel Investment Advisors, Inc. reports $338.3 million in regulatory assets under management on its Form ADV.
How many employees does Wetzel Investment Advisors, Inc. have?
Wetzel Investment Advisors, Inc. reports 10 employees.
Where is Wetzel Investment Advisors, Inc. located?
Wetzel Investment Advisors, Inc. is based in Indianapolis, IN and has been SEC-registered since 2020.
Does Wetzel Investment Advisors, Inc. disclose fund performance?
Wetzel Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7320 US 31 S, Indianapolis, IN 46227 |
| Phone | 317-859-2502 |
| Fax | 317-859-2503 |
| Office hours | 8:00a.m.-4:30p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$338.3M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 59%
Larger than 41% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$338.3Mregulatory AUM
Discretionary $338.3M