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| Keyboard |
| Bischoff Wealth Management Group LLC
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|---|---|
| CRD # | 171652 |
| SEC # | 801-106594 |
| CIK # | |
| AUM | 222.0 M (2026-02-25) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 317-851-9718 |
| Address | 107 North State Road 135 Greenwood, IN 46142 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 243 | 57.1 |
| (b) Individuals (high net worth individuals) | 114 | 158.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 21 | 5.7 |
| (n) Other | 0 | 0.0 |
| Total | 713 | 222.0 |
| By Discretionary | ||
| Discretionary | 713 | 222.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 713 | 222.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 222.0 | |
| Total | 713 | 222.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Kerusso Capital Management LLC
✚
|
NC | 222.4 M |
|
Sorrento Pacific Financial LLC
✚
|
CA | 222.3 M |
|
RWQ Financial Management Services Inc
✚
|
222.3 M | |
|
Maclean Capital Advisors LLC
✚
|
CA | 222.1 M |
|
Ring Mountain Capital LLC
✚
|
CA | 222.1 M |
|
Mangan Wealth Management Inc
✚
|
WA | 222.0 M |
|
Sincerus Advisory LLC
✚
|
222.0 M | |
|
Cross Border Wealth LLC
✚
|
NY | 221.9 M |
|
MFG Family Office LLC
✚
|
221.8 M | |
|
Optimize Financial Inc
✚
|
CA | 221.7 M |