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GETTINGS BUSCH WEALTH MANAGEMENT
Legal name: BCGM WEALTH MANAGEMENT, LLC
CRD 306757File 801-117868
APPROVED
Retail clients
Custody
Filing as of Sep 24, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$541.5M
Above cohort median (national)
Discretionary AUM
$516.2M
Non-discretionary $25.3M
Clients
884
1,981 accounts
Employees
10
Above cohort median in IN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 2, 2020
- Principal office
- 672 MAIN STREET, SUITE 300, LAFAYETTE, IN, 47901
- Phone
- 765-742-7366
- Website
- https://www.gettingsreed.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $541.5M
- Discretionary AUM
- $516.2M
- Non-discretionary AUM
- $25.3M
- Discretionary accounts
- 1,946
- Non-discretionary accounts
- 35
- Total accounts
- 1,981
- AUM per client
- $613K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $938K |
| Charitable organizations | Fewer than 5 | $5.2M |
| High net worth individuals | 202 | $392.0M |
| Individuals (other than high net worth individuals) | 675 | $143.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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
- Yes
- 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 | Employees | 9 | 10 | increased by1 |
| Mar 1, 2026 | Clients | 796 | 884 | increased by88 |
| Mar 1, 2026 | AUM | $444,067,799 | $541,469,419 | increased by$97,401,620 |
| Mar 1, 2026 | Accounts | 1,761 | 1,981 | increased by220 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 9 | increased by4 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 676 | 796 | increased by120 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $313,707,477 | $444,067,799 | increased by$130,360,322 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,356 | 1,761 | increased by405 |
| Mar 1, 2022 | Clients | 589 | 676 | increased by87 |
| Mar 1, 2022 | AUM | $240,086,972 | $313,707,477 | increased by$73,620,505 |
| Mar 1, 2022 | Accounts | 1,279 | 1,356 | increased by77 |
| 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 “GETTINGS BUSCH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“GETTINGS BUSCH” 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.