$27.8M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
34 ADV. Clients
17 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-08-2008
- Office Locations
- 1
Office Locations
151 Water Street Greenwood IN
About ON Target Wealth Partners, LLC
On Target Wealth Partners, LLC is a Greenwood, IN boutique RIA serving retail clients, including entrepreneurs, with financial planning and portfolio management. The firm emphasizes asset allocation and risk management, using primarily ETFs and mutual funds alongside cash positioning. Client assets are custodied at Charles Schwab, supporting efficient ETF implementation.
Team overview
55 AVG AGE
$27.8M AVG AUM / ADVISOR
$817.6K AVG AUM / CLIENT
17.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
17yrs Firm Age
Insights
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Asset Classes
Capital zenith
Client Personas
Quantum
Investment Themes
Beacon
Investment Vehicles
Optima optima
Services
Timber Pathway frontier Pathway
Owner & Executives
G
GREGORY EVAN SCHIFFLI
Financial Advisor, General Partner, Managing Member
- CRD
- #5550031
- Ownership
- 75% or more
(962) 779-5694
value.vertex@legacycapital.com
in linkedin.com/in/alpha-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $27,798,503 | -- |
| Total | $27,798,503 | -- |
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Separately Managed Accounts
Total SMA Asset: $27,798,503
Equity - Exchange:
28.1% Public Funds:
37.8% Cash:
34.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,171,392,623 | 28.1% |
| Public Funds | $1,575,752,355 | 37.8% |
| Cash | $1,421,512,045 | 34.1% |
| Total | $4,168,657,023 | 100.0% |