Bischoff Wealth Management Group, LLC
Bischoff Wealth Management Group, LLC is an SEC-registered mass-market adviser in Greenwood, IN with $222.0M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Bischoff Wealth Management Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 171652, SEC 801-106594, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $222.0M (2026-02-25)
- Firm type
- Mass-Market Adviser
- Location
- Greenwood, IN
- Employees
- 5
- Clients
- 378
- CRD
- 171652
- Ownership
- DUNN, KENDAL, THOMAS; BERNSTEIN, DANIEL, ADAM; BISCHOFF, BRIAN, ROBERT; INTERIM HOLDINGS, LLC; RYPKEMA, BRIAN, JAMES
How much AUM does Bischoff Wealth Management Group, LLC have?
Bischoff Wealth Management Group, LLC reported $222.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Bischoff Wealth Management Group, LLC?
Disclosed owners and executives of Bischoff Wealth Management Group, LLC include DUNN, KENDAL, THOMAS, BERNSTEIN, DANIEL, ADAM, BISCHOFF, BRIAN, ROBERT, INTERIM HOLDINGS, LLC, RYPKEMA, BRIAN, JAMES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.