$5.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
78 ADV. Clients
10 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Quantum matrix
- Established Date
- 04-29-2016
- Office Locations
- 1
Office Locations
-- Indianapolis IN
About Indy Wealth Solutions, LLC
Indy Wealth Solutions is a fee-only fiduciary financial planning firm serving young professionals, families, and business owners. The practice pairs goal-based planning with “money mindset” coaching and a simple three-bucket framework for near-, mid-, and long-term goals. Investment planning centers on ETF-based portfolios with ongoing monitoring, operating on Altruist.
Team overview
37 AVG AGE
$5.9M AVG AUM / ADVISOR
$76.2K AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Atlas north
Client Personas
Beacon matrix Value peak
CRM
Momentum atlas
Custodian
Pathway vertex Timber timber
Investment Themes
North Bridge fusion Catalyst beacon
Investment Vehicles
Horizon
Services
Bridge zenith Foundation Pathway crest Optima signal Wave vital Radial Glacier
Technology
Timber
Owner & Executives
CORY NICHOLAS SMITH
Advisor, Chief Compliance Officer, Owner
- CRD
- #5695089
- Ownership
- 75% or more
(389) 982-8085
prime.catalyst@peakcapital.com
in linkedin.com/in/insight-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $5,945,926 | -- |
| Total | $5,945,926 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,945,926
Equity - Exchange:
39.4% Cash:
60.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,914,360,528 | 39.4% |
| Cash | $4,482,493,605 | 60.6% |
| Total | $7,396,854,133 | 100.0% |