# EHG Wealth Management

> EHG Wealth Management is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 342819
- Filed as: EHG WEALTH MANAGEMENT
- Legal name: EHG Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/342819
- AdvisorCensus page: https://advisorcensus.com/firm/ehg-wealth-management-indianapolis-in-342819

## Quick answers

**How is EHG Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), EHG Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**What does EHG Wealth Management's brochure say about its fees?**
Its Form ADV Part 2A brochure dated July 8, 2026 states: Up to $3,000,000: 2.5% a year; $3,000,000 to $10,000,000: 2% a year; $10,000,000 to $100,000,000: 1.8% a year; Above $100,000,000: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is EHG Wealth Management located?**
EHG Wealth Management's principal office is in Indianapolis, IN, according to its Form ADV.

**Is EHG Wealth Management registered with the SEC or a state?**
EHG Wealth Management is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 342819.

**How much does EHG Wealth Management manage?**
EHG Wealth Management reports $0 in regulatory assets under management in its Form ADV filing dated October 1, 2026.

**Does EHG Wealth Management 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/342819

**What changed in EHG Wealth Management's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 4 to 10. Registered or notice-filed in GA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated July 8, 2026)

- Up to $3,000,000: 2.5% a year
- $3,000,000 to $10,000,000: 2% a year
- $10,000,000 to $100,000,000: 1.8% a year
- Above $100,000,000: see the brochure

> Assets Under Management Annual Fee First $3 million 2.50% Next $7 million 2.00% Next $90 million 1.80% Over $100 million Negotiated

> These fees may be negotiated at the sole discretion of the Advisor.

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

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

### 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: 2026 (0 years)
- Employees: 15 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, GA, IN, MI, MO, NY, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 4 to 10.
- Registered or notice-filed in GA.

### August 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. EHG Wealth Management (CRD 342819): Form ADV filing data as of October 2026.