Overview
Assets Under Management: $189 million
Headquarters: INDIANAPOLIS, IN
High-Net-Worth Clients: 19
Average Client Assets: $6 million
Frequently Asked Questions
PILE WEALTH MANAGEMENT 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 #111536), PILE WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
PILE WEALTH MANAGEMENT is headquartered in INDIANAPOLIS, IN.
PILE WEALTH MANAGEMENT serves 19 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, PILE WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
PILE WEALTH MANAGEMENT manages $189 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, PILE WEALTH MANAGEMENT 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, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.37
Average High-Net-Worth Client Assets: $6 million
Total Client Accounts: 205
Discretionary Accounts: 205
Regulatory Filings
CRD Number: 111536
Filing ID: 2042838
Last Filing Date: 2026-02-09 12:05:48