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INDELIBLE WEALTH GROUP

Legal name: INDELIBLE WEALTH GROUP LLC

CRD 166864File 801-129652
APPROVED
Retail clients
Custody
Filing as of Feb 5, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$156.0M
Bottom 25% of cohort (national)
Discretionary AUM
$139.9M
Non-discretionary $16.2M
Clients
160
486 accounts
Employees
5

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
DRO
Registration date
Mar 7, 2024
Principal office
Not reported
Phone
(970) 532-5842

Assets & accounts

ADV Item 5F
Total regulatory AUM
$156.0M
Discretionary AUM
$139.9M
Non-discretionary AUM
$16.2M
Discretionary accounts
452
Non-discretionary accounts
34
Total accounts
486
AUM per client
$975K

Clients by type

ADV Item 5D
Client typeClientsAUM
Charitable organizationsFewer than 5$108K
High net worth individuals65$122.4M
Pension and profit sharing plansFewer than 5$1.4M
Individuals (other than high net worth individuals)95$32.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Fixed fees
  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • 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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.