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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 Aug 17, 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
- http://www.pilewealth.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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.

