Overview
Assets Under Management: $156 million
High-Net-Worth Clients: 65
Average Client Assets: $2 million
Frequently Asked Questions
INDELIBLE WEALTH GROUP is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #166864), INDELIBLE WEALTH GROUP is subject to fiduciary duty under federal law.
INDELIBLE WEALTH GROUP serves 65 high-net-worth clients according to their SEC filing dated February 05, 2026. View client details ↓
According to their SEC Form ADV, INDELIBLE WEALTH GROUP offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
INDELIBLE WEALTH GROUP manages $156 million in client assets according to their SEC filing dated February 05, 2026.
According to their SEC Form ADV, INDELIBLE WEALTH GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.45
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 486
Discretionary Accounts: 452
Non-Discretionary Accounts: 34
Regulatory Filings
CRD Number: 166864
Filing ID: 2049811
Last Filing Date: 2026-02-05 17:00:01