# Fierce Wealth Management Group LLC

> Fierce Wealth Management Group LLC is a state-registered investment advisory firm in Indianapolis, IN, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated April 28, 2026.

- CRD: 329282
- Filed as: FIERCE WEALTH MANAGEMENT GROUP LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: April 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/329282
- AdvisorCensus page: https://advisorcensus.com/firm/fierce-wealth-management-group-llc-indianapolis-in-329282

## Quick answers

**How is Fierce Wealth Management Group LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fierce Wealth Management Group LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

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

**Is Fierce Wealth Management Group LLC registered with the SEC or a state?**
Fierce Wealth Management Group LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 329282.

**How much does Fierce Wealth Management Group LLC manage?**
Fierce Wealth Management Group LLC reports $69,179,366 in regulatory assets under management in its Form ADV filing dated April 28, 2026 (100% discretionary).

**What types of clients does Fierce Wealth Management Group LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (102); high net worth individuals (23).

**Does Fierce 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/329282

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $69,179,366
- Discretionary: $69,179,366
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 102 | $23,298,992 |
| High net worth individuals | 23 | $45,880,374 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, IN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fiercewealthgroup.com
- LinkedIn @fierce-wealth-management-group

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fierce Wealth Management Group LLC (CRD 329282): Form ADV filing data as of October 2026.