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BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652 · SEC 801-106594
107 NORTH STATE ROAD 135, SUITE 207, GREENWOOD, IN, 46142, United States
Phone
(317) 851-9718
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$222.0M
Discretionary AUM
$222.0M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 243 | $57.1M |
| High net worth individuals | 114 | $158.8M |
| Corporations/business entities | 21 | $5.7M |
States served
CA, IN, FL
All web addresses on file
Official SEC filing: View on IAPD