{
  "crd_number": 306757,
  "slug": "gettings-busch-wealth-management-lafayette-in-306757",
  "primary_business_name": "GETTINGS BUSCH WEALTH MANAGEMENT",
  "legal_name": "BCGM WEALTH MANAGEMENT, LLC",
  "dbas": [
    "AURORA FINANCIAL STRATEGIES",
    "GETTINGS BUSCH",
    "GETTINGS BUSCH WEALTH",
    "GETTINGS REED",
    "GETTINGS REED FINANCIAL"
  ],
  "city": "Lafayette",
  "state": "IN",
  "country": "United States",
  "cbsa_code": "29200",
  "metro": {
    "cbsa_code": "29200",
    "common_name": "Lafayette",
    "msa_name": "Lafayette-West Lafayette, IN",
    "path": "/advisors/in/lafayette"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2020-01-02",
  "years_registered": 6,
  "period": "2026-10-01",
  "filing_date": "2026-09-24",
  "carried_forward": false,
  "raum_total": 541469419.0,
  "raum_discretionary": 516175038.0,
  "raum_non_discretionary": 25294381.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 10,
  "advisory_employees": 8,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 5197183.0,
      "count": 4,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 143308324.0,
      "count": 675
    },
    "high_net_worth_individuals": {
      "raum": 392026083.0,
      "count": 202
    },
    "corporations_other_businesses": {
      "raum": 937829.0,
      "count": 3,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "IL",
    "IN",
    "MI",
    "MO",
    "NC",
    "NE",
    "NH",
    "OH",
    "SC",
    "TN",
    "TX"
  ],
  "websites": [
    "https://aurorafinancialstrategies.com",
    "https://auroramgt.com",
    "https://facebook.com/aurorafinancialstrategies",
    "https://gettingsreed.com",
    "https://linkedin.com/company/aurora-financial-strategies",
    "https://linkedin.com/company/gettings-reed-financial-services"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306757",
  "city_as_filed": "LAFAYETTE",
  "url": "https://advisorcensus.com/firm/gettings-busch-wealth-management-lafayette-in-306757",
  "display_name": "Gettings Busch Wealth Management",
  "summary": "Gettings Busch Wealth Management is an SEC-registered investment advisory firm in Lafayette, IN, registered since 2020, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 24, 2026.",
  "citation": "AdvisorCensus. Gettings Busch Wealth Management (CRD 306757): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Gettings Busch Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Gettings Busch Wealth Management reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Gettings Busch Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated June 11, 2026 states: Asset-based fee: up to 1.15% of assets a year (the maximum the brochure states); Flat fee: $250 to $5,000 (financial plans); Hourly rate: $250 an hour (Services provided up to date of termination but not yet paid to BCGM). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Gettings Busch Wealth Management located?",
      "a": "Gettings Busch Wealth Management's principal office is in Lafayette, IN, according to its Form ADV; the October 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Gettings Busch Wealth Management registered with the SEC or a state?",
      "a": "Gettings Busch Wealth Management is an SEC-registered investment advisory firm, registered since 2020. Status as filed: Approved. CRD 306757."
    },
    {
      "q": "How much does Gettings Busch Wealth Management manage?",
      "a": "Gettings Busch Wealth Management reports $541,469,419 in regulatory assets under management in its Form ADV filing dated September 24, 2026 (95% discretionary)."
    },
    {
      "q": "How have Gettings Busch Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Gettings Busch Wealth Management: Regulatory assets under management: $240,086,972 in the October 2021 data and $541,469,419 in the October 2026 data, up 126%. Total employees: 5 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Gettings Busch Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (675); high net worth individuals (202); charitable organizations (4)."
    },
    {
      "q": "Which custodians does Gettings Busch Wealth Management use?",
      "a": "Gettings Busch Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Gettings Busch Wealth Management report any disciplinary disclosures?",
      "a": "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/306757"
    },
    {
      "q": "Does Gettings Busch Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 11, 2026 says: \"We have a $100,000 minimum dollar amount to open and maintain an advisory account. This minimum is negotiable.\""
    },
    {
      "q": "What changed in Gettings Busch Wealth Management's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in CO."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 240086972.0,
      "total_employees": 5,
      "filing_date": "2021-05-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 313707477.0,
      "total_employees": 5,
      "filing_date": "2022-03-31"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 298225244.0,
      "total_employees": 5,
      "filing_date": "2023-09-20"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 376205837.0,
      "total_employees": 10,
      "filing_date": "2024-05-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 444067799.0,
      "total_employees": 9,
      "filing_date": "2025-07-08"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 541469419.0,
      "total_employees": 10,
      "filing_date": "2026-09-24"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in CO."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 8.",
        "Regulatory assets under management went from $444,067,799 to $541,469,419 (+22%).",
        "Registered or notice-filed in MO."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in NH."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 11, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.15% of assets a year",
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $250 to $5,000 (financial plans)",
      "Hourly rate: $250 an hour (Services provided up to date of termination but not yet paid to BCGM)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.15% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "Our maximum investment advisory fee is 1. 15%. Investment advisory fees are negotiable. The specific advisory fees are set forth in the client’s Investment Advisory Agreement."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "We have a $100,000 minimum dollar amount to open and maintain an advisory account. This minimum is negotiable."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $250 to $5,000 (financial plans)"
        ],
        "quotes": [
          "Fixed fees for financial plans range from $250 to $5,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $250 an hour (Services provided up to date of termination but not yet paid to BCGM)"
        ],
        "quotes": [
          "Services provided up to date of termination but not yet paid to BCGM will be billed to the client based on the hourly rate of $250.00."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.15,
      "account_minimum": 100000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 250.0,
          "max": 5000.0,
          "period": "one_time",
          "service": "financial plans"
        },
        {
          "kind": "hourly",
          "amount": 250.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Services provided up to date of termination but not yet paid to BCGM"
        }
      ]
    },
    "quotes": [
      "Our maximum investment advisory fee is 1. 15%. Investment advisory fees are negotiable. The specific advisory fees are set forth in the client’s Investment Advisory Agreement.",
      "We have a $100,000 minimum dollar amount to open and maintain an advisory account. This minimum is negotiable.",
      "Fixed fees for financial plans range from $250 to $5,000.",
      "Services provided up to date of termination but not yet paid to BCGM will be billed to the client based on the hourly rate of $250.00."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/gettings-busch-wealth-management-lafayette-in-306757.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 675,
      "fewer_than_5": false,
      "raum": 143308324.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 202,
      "fewer_than_5": false,
      "raum": 392026083.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 4,
      "fewer_than_5": true,
      "raum": 5197183.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 3,
      "fewer_than_5": true,
      "raum": 937829.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/306757",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}