# Indelible Wealth Group

> Indelible Wealth Group is an SEC-registered investment advisory firm in Berthoud, CO, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 5, 2026.

- CRD: 166864
- Filed as: INDELIBLE WEALTH GROUP
- Legal name: Indelible Wealth Group LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Berthoud, CO
- Filing period: October 2026
- Form ADV filing dated: February 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/166864
- AdvisorCensus page: https://advisorcensus.com/firm/indelible-wealth-group-berthoud-co-166864

## Quick answers

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

**Where is Indelible Wealth Group located?**
Indelible Wealth Group's principal office is in Berthoud, CO, according to its Form ADV; the March 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Indelible Wealth Group registered with the SEC or a state?**
Indelible Wealth Group is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 166864.

**How much does Indelible Wealth Group manage?**
Indelible Wealth Group reports $156,030,869 in regulatory assets under management in its Form ADV filing dated February 5, 2026 (90% discretionary).

**How have Indelible Wealth Group's assets and staff changed since 2024?**
In the Form ADV data for Indelible Wealth Group: Regulatory assets under management: $120,361,359 in the October 2024 data and $156,030,869 in the October 2026 data, up 30%. Total employees: 5 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Indelible Wealth Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (95); high net worth individuals (65).

**Which custodians does Indelible Wealth Group use?**
Indelible Wealth Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Indelible Wealth Group 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/166864

**What changed in Indelible Wealth Group's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $139,172,069 to $156,030,869 (+12%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage 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: $156,030,869
- Discretionary: $139,871,825
- Non-discretionary: $16,159,044

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 95 | $32,150,649 |
| High net worth individuals | 65 | $122,401,338 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $1,370,559 |
| Charitable organizations | Fewer than 5 | $108,323 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the March 2026 filing
- Berthoud, CO

### Websites listed on Form ADV (Item 1.I)
- indeliblewealth.com
- iwfg.com
- X @indeliblewg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $120,361,359 | 5 | February 7, 2024 |
| October 2025 | $139,172,069 | 5 | March 7, 2025 |
| October 2026 | $156,030,869 | 5 | February 5, 2026 |

Regulatory assets under management: $120,361,359 in the October 2024 data and $156,030,869 in the October 2026 data, up 30%.
Total employees: 5 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $139,172,069 to $156,030,869 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Indelible Wealth Group (CRD 166864): Form ADV filing data as of October 2026.