# On Target Wealth Partners, LLC

> On Target Wealth Partners, LLC is a state-registered investment advisory firm in Greenwood, IN, registered since 2008, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 11, 2026.

- CRD: 147594
- Filed as: ON TARGET WEALTH PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenwood, IN
- Filing period: October 2026
- Form ADV filing dated: March 11, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147594
- AdvisorCensus page: https://advisorcensus.com/firm/on-target-wealth-partners-llc-greenwood-in-147594

## Quick answers

**How is On Target Wealth Partners, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), On Target Wealth Partners, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is On Target Wealth Partners, LLC located?**
On Target Wealth Partners, LLC's principal office is in Greenwood, IN, according to its Form ADV.

**Is On Target Wealth Partners, LLC registered with the SEC or a state?**
On Target Wealth Partners, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147594.

**How much does On Target Wealth Partners, LLC manage?**
On Target Wealth Partners, LLC reports $27,798,503 in regulatory assets under management in its Form ADV filing dated March 11, 2026 (0% discretionary).

**What types of clients does On Target Wealth Partners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (17); high net worth individuals (17).

**Does On Target Wealth Partners, 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/147594

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $27,798,503
- Discretionary: $0
- Non-discretionary: $27,798,503

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 17 | $4,038,008 |
| High net worth individuals | 17 | $23,760,495 |

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

### Firm details
- Registered since: 2008 (18 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- 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)
- ontargetwealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. On Target Wealth Partners, LLC (CRD 147594): Form ADV filing data as of October 2026.