# Indiwealth

> Indiwealth is a state-registered investment advisory firm in Maple Grove, MN, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 27, 2026.

- CRD: 335563
- Filed as: INDIWEALTH
- Legal name: Indiwealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Maple Grove, MN
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335563
- AdvisorCensus page: https://advisorcensus.com/firm/indiwealth-maple-grove-mn-335563

## Quick answers

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

**Where is Indiwealth located?**
Indiwealth's principal office is in Maple Grove, MN, according to its Form ADV.

**Is Indiwealth registered with the SEC or a state?**
Indiwealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335563.

**How much does Indiwealth manage?**
Indiwealth reports $1,829,291 in regulatory assets under management in its Form ADV filing dated January 27, 2026 (100% discretionary).

**What types of clients does Indiwealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4).

**Does Indiwealth 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/335563

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $1,829,291
- Discretionary: $1,829,291
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,829,291 |

### 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
- Publication of periodicals or newsletters

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- indiwealthmanagement.com
- Facebook @IndiWealth
- LinkedIn @indiwealth
- LinkedIn @jeremybryancfa

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Indiwealth (CRD 335563): Form ADV filing data as of October 2026.