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PILE WEALTH MANAGEMENT
Legal name: RJP INVESTMENT ADVISORS, LLP
CRD 111536File 801-123261
APPROVED
Retail clients
Custody
Filing as of Feb 9, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$188.7M
Bottom 25% of cohort (national)
Discretionary AUM
$188.7M
Clients
86
205 accounts
Employees
5
Bottom 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Partnership
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Feb 23, 2022
- Principal office
- ONE INDIANA SQUARE, SUITE 1200, INDIANAPOLIS, IN, 46204
- Phone
- (317) 269-3454
- Website
- https://pilecpas.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $188.7M
- Discretionary AUM
- $188.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 205
- Non-discretionary accounts
- 0
- Total accounts
- 205
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $4.3M |
| Charitable organizations | Fewer than 5 | $18.0M |
| High net worth individuals | 19 | $123.3M |
| Individuals (other than high net worth individuals) | 67 | $43.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 83 | 86 | increased by3 |
| Mar 1, 2026 | AUM | $168,437,544 | $188,687,960 | increased by$20,250,416 |
| Mar 1, 2026 | Accounts | 197 | 205 | increased by8 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 3 | 5 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 3 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 75 | 83 | increased by8 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $111,730,632 | $168,437,544 | increased by$56,706,912 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 177 | 197 | increased by20 |
| Mar 1, 2022 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PILE WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PILE WEALTH” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.