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Indelible Wealth Group

Indelible Wealth Group. CRD 166864

Indelible Wealth Group logo

CRD: 166864

Indelible Wealth Group

Berthoud, CO
9705325842
www.indeliblewealth.com
$156.0M Total AUM
$139.9M Disc. AUM
-- 3Y CAGR
5 Employees
160 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Fidelity/NFS
Clients
Retail and Institutional
Platforms
Horizon meridian
Established Date
06-12-2013
Office Locations
5

Office Locations

440 Mountain AVE Berthoud CO
-- Berthoud CO
-- Denver CO

About Indelible Wealth Group

Indelible Wealth Group is a fiduciary RIA providing packaged financial planning and investment management for individuals and families planning for college, retirement, and charitable legacy. The team brings CFP, AIF, and AAMS credentials, emphasizes risk management and discipline through market volatility, and offers immediate account access online. Custody includes Charles Schwab.

Team overview

50 AVG AGE
$31.2M AVG AUM / ADVISOR
$975.2K AVG AUM / CLIENT
8.2 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Optima matrix Prime insight Crest

Client Personas

Delta north Timber

Custodian

Ridge Ridge eagle

Investment Themes

Insight Vertex timber

Investment Vehicles

Prime Eagle

Platform

Oak

Services

Eagle ridge Summit momentum Vector momentum Prime Signal Glacier bridge Quantum Wave Fusion focus Ridge

Technology

Value signal

Owner & Executives

J

JASON MATTHEW BROOKS

Certified Financial Planner, Chief Compliance Officer, President

CRD
#4225460
Ownership
75% or more
(258) 555-4967
delta.harbor@crestcapital.com
in linkedin.com/in/delta-eagle

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Contacts

L

LAWRENCE DEAN GALE

Financial Advisor, General Partner

CRD
#1514793
(640) 961-5344
optima.meridian@primecapital.com
in linkedin.com/in/eagle-atlas
JOHN JOSEPH GUTIERREZ

JOHN JOSEPH GUTIERREZ

Client Advisor

CRD
#3050071
(601) 657-7001
north.vector@capitalcapital.com
in linkedin.com/in/optima-zenith
F

Frontier ember

Vector summit

CRD
#32792
(268) 495-4191
zenith.beacon@unisoncapital.com
in linkedin.com/in/oak-meridian

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-07-2024
03-07-2025
02-05-2026
Category Assets AVG. Account size
Discretionary $139,871,825 $309,451
Non-Discretionary $16,159,044 $475,266
Total $156,030,869 $321,051

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Separately Managed Accounts

Total SMA Asset: $156,030,869

$156.0M Total SMA
Equity - Exchange:
6.7%
Public Funds:
20.9%
Cash:
39.8%
Private Funds:
32.6%
Asset class Assets Assets %
Equity - Exchange $78,052,094 6.7%
Public Funds $243,475,934 20.9%
Cash $463,652,735 39.8%
Private Funds $379,775,857 32.6%
Total $1,164,956,620 100.0%

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