← Directory
BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD 171652File 801-106594
APPROVED
Retail clients
Filing as of Feb 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$222.0M
Below cohort median (national)
Discretionary AUM
$222.0M
Clients
378
713 accounts
Employees
5
Bottom 25% of cohort in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 3, 2015
- Principal office
- 107 NORTH STATE ROAD 135, SUITE 207, GREENWOOD, IN, 46142
- Phone
- (317) 851-9718
- Website
- HTTP://BISCHOFFWEALTH.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $222.0M
- Discretionary AUM
- $222.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 713
- Non-discretionary accounts
- 0
- Total accounts
- 713
- AUM per client
- $587K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 21 | $5.7M |
| Charitable organizations | Fewer than 5 | $403K |
| High net worth individuals | 114 | $158.8M |
| Individuals (other than high net worth individuals) | 243 | $57.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- 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 | 368 | 378 | increased by10 |
| Mar 1, 2026 | AUM | $195,994,528 | $221,995,674 | increased by$26,001,146 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 362 | 368 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $208,299,291 | $195,994,528 | decreased by$12,304,763 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 707 | 713 | increased by6 |
| Apr 1, 2022 | AUM | $215,845,139 | $208,299,291 | decreased by$7,545,848 |
| Apr 1, 2022 | Accounts | 684 | 707 | increased by23 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BISCHOFF WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BISCHOFF 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.