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ON TARGET WEALTH PARTNERS, LLC
CRD 147594
151 WATER STREET, GREENWOOD, IN, 46143, United States
Phone
317-731-7243
Fax
317-731-7243
Registration
— (—)
Source
State registered
Total AUM
$27.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 17 | $4.0M |
| High net worth individuals | 17 | $23.8M |
All web addresses on file
Official SEC filing: View on IAPD