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| Wetzel Investment Advisors Inc
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|---|---|
| CRD # | 305301 |
| SEC # | 801-117718 |
| CIK # | 0002009211 |
| AUM | 338.3 M (2026-03-24) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 317-859-2502 |
| Address | 7320 US 31 S Indianapolis, IN 46227 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| J P Morgan Chase & Co | 11.7 | ||
| Lilly Eli & Co | 10.4 | ||
| Citigroup Inc | 3.6 | ||
| Apple Inc | 3.6 | ||
| Wal Mart Stores Inc | 2.5 | ||
| Marathon Petroleum Corp | 1.9 | ||
| Microsoft Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 431 | 129.7 |
| (b) Individuals (high net worth individuals) | 89 | 208.4 |
| (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 | 0.0 |
| (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 | 1 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,336 | 338.3 |
| By Discretionary | ||
| Discretionary | 1,336 | 338.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,336 | 338.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 338.3 | |
| Total | 1,336 | 338.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002009211] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
William Howard & Co Financial Advisors Inc
✚
|
TN | 342.1 M |
|
J Hagan Capital Inc
✚
|
KY | 341.8 M |
|
Smedley Financial Services Inc
✚
|
UT | 341.8 M |
|
Diversified Financial Management Associates Inc
✚
|
MA | 338.8 M |
|
Eiger Wealth Management LLC
✚
|
CA | 338.7 M |
|
Navigate Financial LLC
✚
|
UT | 337.9 M |
|
Assetgrade LLC
✚
|
MA | 337.7 M |
|
Bluedoor Private Wealth LLC
✚
|
MA | 337.3 M |
|
The Nalls Sherbakoff Group LLC
✚
|
TN | 337.1 M |
|
TRU Independence Asset Management LLC
✚
|
OR | 336.9 M |