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Bischoff Wealth Management Group, LLC

Bischoff Wealth Management Group, LLC. CRD 171652

Bischoff Wealth Management Group, LLC logo

CRD: 171652

Bischoff Wealth Management Group, LLC

Greenwood, IN, 46142
3178519718
www.bischoffwealth.com
$222.0M Total AUM
$222.0M Disc. AUM
6.6% 3Y CAGR
5 Employees
378 ADV. Clients
10 yrs Firm Age

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Firm Details

Custodian
Trade-PMR ยท Wells Fargo
Clients
Retail and Institutional
Platforms
FrontierPrime
Established Date
09-03-2015
Office Locations
1

Office Locations

107 North State Road 135 Suite 207 Greenwood IN

About Bischoff Wealth Management Group, LLC

Bischoff Wealth Management Group is an independent RIA based in Greenwood, Indiana providing goal-based financial planning and portfolio management. The firm emphasizes low-cost, tax-sensitive portfolio construction using low-turnover ETFs and is a fixed income specialist, proactively managing bond duration and credit risk for capital preservation and income in volatile markets.

Team overview

-- AVG AGE
$111.0M AVG AUM / ADVISOR
$587.3K AVG AUM / CLIENT
9.8 yrs AVG TENURE
5 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age

Insights

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Asset Classes

Radial Focus insight Atlas Insight vital Prime peak Eagle fusion

Custodian

Vector catalyst Ridge Ember pioneer Prime Radial beacon Beacon element

Fund Managers

Zenith zenith

Investment Themes

Pathway vital Element

Investment Vehicles

Vector timber Pathway

Services

Focus Crest radial Peak momentum Ridge fusion Insight Pathway Pioneer eagle Pathway

Technology

Bridge insight Element wave

Owner & Executives

BRIAN ROBERT BISCHOFF

BRIAN ROBERT BISCHOFF

Chief Compliance Officer, Chief Executive Officer, Managing Member, Principal

CRD
#2564187
Ownership
75% or more
(605) 709-4090
fusion.atlas@meridiancapital.com
in linkedin.com/in/peak-vertex
K

KENDAL THOMAS DUNN

Chief Operations Officer, Owner

CRD
--
Ownership
Less than 5%
(513) 919-6237
wave.matrix@primecapital.com
in linkedin.com/in/oak-ridge

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-23-2022
02-24-2023
03-27-2024
03-13-2025
02-25-2026
Category Assets AVG. Account size
Discretionary $221,995,674 $311,354
Non-Discretionary $0 --
Total $221,995,674 $311,354

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Separately Managed Accounts

Total SMA Asset: $221,995,674

$222.0M Total SMA
Public Funds:
18.7%
Cash:
34.1%
Equity - Exchange:
47.2%
Asset class Assets Assets %
Public Funds $655,177,026 18.7%
Cash $1,194,734,577 34.1%
Equity - Exchange $1,653,708,858 47.2%
Total $3,503,620,461 100.0%

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