NORTHBOUND WEALTH

NORTHBOUND WEALTH MANAGEMENT LLC

CRD 311107

Visit website

9247 N. MERIDIAN STREET, SUITE 206, INDIANAPOLIS, IN, 46260, United States

Phone

317-399-1107

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$43.5M

Discretionary AUM

$40.6M

Team

2 total employees; 1 advisory reps; 1 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	75	$19.6M
High net worth individuals	11	$24.0M

All web addresses on file

https://www.linkedin.com/company/northbound-wealth-management-llc/
https://www.northboundwealth.com
https://www.facebook.com/northboundwealth/
https://twitter.com/NWMEspresso
https://www.instagram.com/northboundwealth/
https://www.youtube.com/@northboundwealth

Official SEC filing: View on IAPD