CRD: 155628
Index Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- HorizonUnison
- Established Date
- 04-12-2011
- Office Locations
- 1
Office Locations
About Index Wealth Advisors, LLC
Index Wealth Advisors is a fee-only fiduciary RIA providing comprehensive financial planning and ongoing wealth management for high-net-worth women and couples. The team builds and manages diversified portfolios and supports clients through key life milestones in an ongoing planning relationship. New clients begin with a complimentary three-meeting onboarding (intro call, virtual discovery, investment plan) with documents shared via a secure online portal; custody includes Schwab.
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Owner & Executives
CHRISTOPHER PATRICK MASSMAN
Chief Investment Officer, Owner, Wealth Advisor
- CRD
- #4847626
- Ownership
- 50% but less than 75%
ERICA DROSTE MASSMAN
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- #3076537
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,189,679 | -- |
| Non-Discretionary | $3,456,859 | -- |
| Total | $39,646,538 | -- |
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Separately Managed Accounts
Total SMA Asset: $39,646,538
| Asset class | Assets | Assets % |
|---|---|---|
| Other | $2,691,663,421 | 100.0% |
| Total | $2,691,663,421 | 100.0% |