# Pile Wealth Management

> 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.

- CRD: 111536
- Filed as: PILE WEALTH MANAGEMENT
- Legal name: RJP Investment Advisors, LLP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Indianapolis, IN
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111536
- AdvisorCensus page: https://advisorcensus.com/firm/pile-wealth-management-indianapolis-in-111536

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Account minimum: None

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $188,687,960
- Discretionary: $188,687,960
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 67 | $43,098,979 |
| High net worth individuals | 19 | $123,348,815 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $17,986,838 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $4,253,328 |
| Other | 0 | $0 |

### 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)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pilecpas.com
- pilewealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $111,730,632 | 4 | February 8, 2022 |
| October 2023 | $107,707,920 | 4 | January 31, 2023 |
| October 2024 | $136,379,329 | 4 | January 25, 2024 |
| October 2025 | $168,437,544 | 3 | March 6, 2025 |
| October 2026 | $188,687,960 | 5 | February 9, 2026 |

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.

## 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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pile Wealth Management (CRD 111536): Form ADV filing data as of October 2026.