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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between September 15, 2025 and February 9, 2026, reported AUM increased 12.0%, from $168.4M to $188.7M.
Across 5 reported observations, AUM increased 68.9% between February 8, 2022 and February 9, 2026, from $111.7M to $188.7M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 86 clients, or 17.2 clients per representative. That equates to $2.2M in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on February 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Custodian
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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
Partner
- 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
SMA allocation detail is available
Pile Wealth Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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