Bookends Financial Planning
Bookends Financial Planning is an SEC-registered mass-market adviser in Indianapolis, IN with $338.3M assets under management (AUM, regulatory AUM), +17% over one year. See who owns Bookends Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305301, SEC 801-117718, data through 2026-03-24.
- AUM (assets under management / regulatory AUM)
- $338.3M (2026-03-24)
- Firm type
- Mass-Market Adviser
- Location
- Indianapolis, IN
- Employees
- 10
- Clients
- 521
- CRD
- 305301
- Ownership
- WETZEL, ROBERT, HICKEY; Wetzel, Laura, Lee; HARGIS, HEIDI, WETZEL; BOSTON, SARAH, ELIZABETH
How much AUM does Bookends Financial Planning have?
Bookends Financial Planning reported $338.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-24).
Who owns Bookends Financial Planning?
Disclosed owners and executives of Bookends Financial Planning include WETZEL, ROBERT, HICKEY, Wetzel, Laura, Lee, HARGIS, HEIDI, WETZEL, BOSTON, SARAH, ELIZABETH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.