AdvisorCensus / Financial advisors / Indiana / Indianapolis / Pile Wealth Management
Pile Wealth Management
Filed as PILE WEALTH MANAGEMENT · Legal name RJP Investment Advisors, LLP
Pile Wealth Management is an SEC-registered investment advisory firm in Indianapolis, IN, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.
Quick answers
From the filingHow is Pile Wealth Management compensated?
On its Form ADV (Item 5.E, October 2026), Pile Wealth Management reports these compensation arrangements: a percentage of assets under its management.
Where is Pile Wealth Management located?
Pile Wealth Management's principal office is in Indianapolis, IN, according to its Form ADV.
Is Pile Wealth Management registered with the SEC or a state?
Pile Wealth Management is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 111536.
How much does Pile Wealth Management manage?
Pile Wealth Management reports $188,687,960 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (100% discretionary).
How have Pile Wealth Management's assets and staff changed since 2022?
In the Form ADV data for Pile Wealth Management: Regulatory assets under management: $111,730,632 in the October 2022 data and $188,687,960 in the October 2026 data, up 69%. Total employees: 4 in October 2022 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Pile Wealth Management serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (67); high net worth individuals (19).
Which custodians does Pile Wealth Management use?
Pile 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.
Does Pile Wealth Management 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/111536
Does Pile Wealth Management state an account minimum?
Its Form ADV Part 2A brochure dated February 9, 2026 says: "Adviser does not require a minimum account value to open or maintain an account, though it does charge minimum annual fees as set forth in Item 5, above."
What changed in Pile Wealth Management's recent Form ADV filings?
In the March 2026 filing data: Employees performing advisory functions went from 4 to 5. Regulatory assets under management went from $168,437,544 to $188,687,960 (+12%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AThe brochure lists different fees for different services or strategies; see the brochure for them.
Account minimum: None
The brochure's wording
Adviser does not require a minimum account value to open or maintain an account, though it does charge minimum annual fees as set forth in Item 5, above.
As stated in the firm's Form ADV Part 2A brochure dated February 9, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$188,687,960 as of October 2026, filing dated February 9, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- RJP Investment Advisors, LLP
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2022 (4 years)
- Employees
- Total: 5. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $188,687,960 | 5 | February 9, 2026 |
| October 2025 | $168,437,544 | 3 | March 6, 2025 |
| October 2024 | $136,379,329 | 4 | January 25, 2024 |
| October 2023 | $107,707,920 | 4 | January 31, 2023 |
| October 2022 | $111,730,632 | 4 | February 8, 2022 |
Regulatory assets under management: $111,730,632 in the October 2022 data and $188,687,960 in the October 2026 data, up 69%.
Total employees: 4 in October 2022 and 5 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- March 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $168,437,544 to $188,687,960 (+12%).
- December 2025
- Employees performing advisory functions went from 2 to 4.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Pile Wealth Management (CRD 111536): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/pile-wealth-management-indianapolis-in-111536