INDELIBLE WEALTH GROUP

INDELIBLE WEALTH GROUP, LLC Legal Name

Adviser information for INDELIBLE WEALTH GROUP last updated from Form ADV on February 7th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location Colorado, United States

Employees

Total Number of Employees 5
Investment Advisory/Research 5
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 5
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 364 $101.4M
Non-Discretionary 48 $19.0M
Total 412 $120.4M

Clients

Type Number RAUM
Individuals 96 $38.3M
HNW Individuals 49 $82.0M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-129652
SEC ERA File Number 801-129652
SEC CIK Numbers None
SEC CRD Numbers 166864
Legal Entity Identifier None

Principal Office

208 1ST ST
BERTHOUD
CO
United States
Monday - Friday, BY APPOINTMENT
Tel: (970) 532-5842, Fax: (970) 532-5424

Chief Compliance Officer

JASON MATTHEW BROOKS
PRESIDENT
208 1ST ST
BERTHOUD
CO
United States
Tel: (970) 420-6739
Fax: (970) 532-5424
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
BROOKS, JASON, MATTHEW Individual PRESIDENT AND CHIEF COMPLIANCE OFFICER 01/2013 > 75%

No. Employees, Historic

1050202420255 on 2/7/2024

RAUM, Historic

200M100M020242025120361359 on 2/7/2024

No. Clients, Historic

200100020242025145 on 2/7/2024