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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-12-2025
- Office Locations
- 1
Office Locations
About Indiwealth
IndiWealth is a family-owned RIA with Indigenous roots serving tribal offices, foundations, endowments, and mission-driven individuals. The firm delivers financial strategy, investment management, tax strategies, and estate coordination, building transparent portfolios around client objectives and time horizon. Investment strategy is led by CFA charterholder Jeremy Bryan (25+ years; board and investment committee experience) and complemented by regular IndiView market insights.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JEREMY Michael BRYAN
Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #4266823
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,829,291 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,829,291 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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