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BBK WEALTH LLC
CRD 311324
14074 TRADE CENTER DRIVE, SUITE 240, FISHERS, IN, 46038, United States
Phone
(317) 207 - 0730
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$62.6M
Discretionary AUM
$62.6M
Team
2 total employees; 2 advisory reps; 7 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $19.9M |
| High net worth individuals | 32 | $42.7M |
All web addresses on file
Official SEC filing: View on IAPD