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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-05-1998
- Office Locations
- 1
Office Locations
About Pile Wealth Management
Pile Wealth Management is the wealth management arm of Pile CPAs, an Indianapolis-based CPA and advisory firm serving Indiana’s privately owned businesses since 1938. The team pairs tax and audit/compliance support with financial planning, estate and charitable planning, and business succession guidance for business owners and entrepreneurs. Custody is supported through Charles Schwab, with portfolios commonly using ETFs and mutual funds.
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Owner & Executives
Neal Alan Clements
Chief Compliance Officer, President
- CRD
- #5719057
- Ownership
- Less than 5%
Michael Shane Winslow
Director, VICE PRESIDENT
- CRD
- #4479999
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Marc David Caskey
Partner
- CRD
- #8148752
JASON LEE PHILLIPS
--
- CRD
- #5796070
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $188,687,960 | $920,429 |
| Non-Discretionary | $0 | -- |
| Total | $188,687,960 | $920,429 |
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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 |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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