Sign in Sign up for free

Pile Wealth Management (Indianapolis)


Pile Wealth Management is a large advisory firm based in Indianapolis. It manages $108.15 million of regulatory assets for 243 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdiction of Indiana.

Logo



Pile Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pile Wealth Management: assets under management

The assets under management (AUM) of Pile Wealth Management is $108.15 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $43.38 million in discretionary accounts and $64.77 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $301.22 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $654.25 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pile Wealth Management for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Indianapolis

The principal office where Pile Wealth Management performs its advisory services is located at One Indiana Square, Indianapolis, IN 46204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-269-3454 or by fax 317-269-3450. The normal business hours are 8 a.m. to 5 p.m. on Monday - Friday. You can find more information about the New York firm at rjpinvestmentadvisors.com/.


Registered investment advisers similar to Pile Wealth Management