Indelible Wealth Group Llc
- Regulatory AUM
- $156M
- Discretionary
- $140M
- Clients
- 160
- Avg AUM / client
- $975K
- Accounts
- 486
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Feb 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 95 | $32.2M | 20.6% |
| High net worth individuals | 65 | $122M | 78.4% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.4M | 0.88% |
| Charitable organizations | Fewer than 5 clients | $108K | 0.07% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jason Matthew Brooks | President And Chief Compliance Officer | CFP | Jan 2013 (14y) | 75% or more |
| Lawrence Dean Gale | Registered representative | Jan 2017 (10y) | ||
| Carshon Renee Rodgers | Registered representative | Dec 2017 (9y) | ||
| John Joseph Gutierrez | Registered representative | Aug 2019 (7y) | ||
| Steven Richard Wiggins | Registered representative | Apr 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/05/2026 | 959 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $85.4M (55% of AUM) Feb 2026
- Fidelity Brokerage Services $59.8M (38% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 05, 2026.
View current Form ADV (SEC/IAPD) ↗