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Gettings Busch Wealth Management

Gettings Busch Wealth Management. CRD 306757

Gettings Busch Wealth Management logo

CRD: 306757

Gettings Busch Wealth Management

$541.5M Total AUM
$516.2M Disc. AUM
16.5% 3Y CAGR
10 Employees
884 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Available
Established Date
01-02-2020
Office Locations
3

Office Locations

2705 S Berkley Suite 1B Kokomo IN
2705 S. Berkley RD Sutie 1B Kokomo IN
672 Main Street Suite 300 Lafayette IN

About Gettings Busch Wealth Management

Gettings Reed Financial is an independent, fiduciary RIA serving individuals, families, and businesses with portfolio management and holistic planning. The team builds balanced, risk-managed portfolios using research and modern tools, and coordinates tax and estate planning with clients’ CPAs/attorneys. They also advise employer retirement plans, including 401(k) consulting and a specialty in cash balance defined benefit plans. Primary custodian: Schwab.

Team overview

54 AVG AGE
$67.7M AVG AUM / ADVISOR
$612.5K AVG AUM / CLIENT
4 yrs AVG TENURE
10 Employees
8 Advisory Reps
8 RIA Reps
6yrs Firm Age

Insights

Available
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Accredited Investors

Available

Asset Classes

Available

Client Personas

Available

Custodian

Available

Investment Themes

Available

Investment Vehicles

Available

Platform

Available

Services

Available

Technology

Available

Owner & Executives

Scott Charles Busch

Scott Charles Busch

Financial Advisor, Partner

CRD
#6757917
Ownership
50% but less than 75%
Available
Available
Available
WILLIAM J CARDWELL

WILLIAM J CARDWELL

Financial Advisor

CRD
#5602142
Ownership
10% but less than 25%
Available
Available
Available

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Contacts

AUSTIN JOSEPH CRITES

AUSTIN JOSEPH CRITES

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CRD
#5279417
Available
Available
Available
C

CHAD GIFFORD

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CRD
#7255433
Available
Available
Available

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-02-2022
09-20-2023
05-03-2024
09-16-2025
06-12-2026
Category Assets AVG. Account size
Discretionary $516,175,038 $265,249
Non-Discretionary $25,294,381 $722,697
Total $541,469,419 $273,331

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Separately Managed Accounts

Total SMA Asset: Available

Locked Total SMA
Equity - Exchange:
Available
Public Funds:
Available
Cash:
Available
Asset class Assets Assets %
Equity - Exchange Available Available
Public Funds Available Available
Cash Available Available
Total Available Available

13F Holdings | Q1 2026

Issuer Class CUSIP Ticker % Value
Available Available Available Available Available Available
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