# Bischoff Wealth Management Group, LLC

> Bischoff Wealth Management Group, LLC is an SEC-registered investment advisory firm in Greenwood, IN, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 171652
- Filed as: BISCHOFF WEALTH MANAGEMENT GROUP, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Greenwood, IN
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171652
- AdvisorCensus page: https://advisorcensus.com/firm/bischoff-wealth-management-group-llc-greenwood-in-171652

## Quick answers

**How is Bischoff Wealth Management Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Bischoff Wealth Management Group, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Bischoff Wealth Management Group, LLC located?**
Bischoff Wealth Management Group, LLC's principal office is in Greenwood, IN, according to its Form ADV.

**Is Bischoff Wealth Management Group, LLC registered with the SEC or a state?**
Bischoff Wealth Management Group, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 171652.

**How much does Bischoff Wealth Management Group, LLC manage?**
Bischoff Wealth Management Group, LLC reports $221,995,674 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Bischoff Wealth Management Group, LLC's assets and staff changed since 2021?**
In the Form ADV data for Bischoff Wealth Management Group, LLC: Regulatory assets under management: $215,845,139 in the October 2021 data and $221,995,674 in the October 2026 data, up 3%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Bischoff Wealth Management Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (243); high net worth individuals (114); corporations or other businesses not listed above (21).

**Which custodians does Bischoff Wealth Management Group, LLC use?**
Bischoff Wealth Management Group, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Bischoff Wealth Management Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171652

**Does Bischoff Wealth Management Group, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "BWMG does not impose a stated minimum fee or minimum portfolio value f or starting and maintaining a wealth management relationship."

**What changed in Bischoff Wealth Management Group, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $195,994,528 to $221,995,674 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Account minimum: None

> BWMG does not impose a stated minimum fee or minimum portfolio value f or starting and maintaining a wealth management relationship.

- Minimum annual fee: None

> BWMG does not impose a stated minimum fee or minimum portfolio value f or starting and maintaining a wealth management relationship.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $221,995,674
- Discretionary: $221,995,674
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 243 | $57,056,899 |
| High net worth individuals | 114 | $158,827,558 |
| Charitable organizations | Fewer than 5 | $402,862 |
| Corporations or other businesses not listed above | 21 | $5,708,355 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 5 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, FL, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bischoffwealth.com](https://bischoffwealth.com)
- Facebook @BischoffWealth
- Instagram @bischoffwealth
- LinkedIn @mynetwork
- X @BischoffWealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $215,845,139 | 5 | February 1, 2021 |
| October 2022 | $208,299,291 | 5 | March 23, 2022 |
| October 2023 | $183,177,087 | 6 | February 24, 2023 |
| October 2024 | $195,804,554 | 6 | March 27, 2024 |
| October 2025 | $195,994,528 | 5 | March 13, 2025 |
| October 2026 | $221,995,674 | 5 | February 25, 2026 |

Regulatory assets under management: $215,845,139 in the October 2021 data and $221,995,674 in the October 2026 data, up 3%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $195,994,528 to $221,995,674 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bischoff Wealth Management Group, LLC (CRD 171652): Form ADV filing data as of October 2026.