IndiWealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,829,291
Clients
4
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
Very LowAverage account size
$457,323
About
IndiWealth LLC provides portfolio management and financial planning to individuals (including high‑net‑worth clients), as well as charitable organizations and corporate entities. The firm also publishes a free weekly IndiWealth Newsletter delivered electronically and states there is no account minimum for its services.
The firm documents an Investment Policy Statement for each client and offers both discretionary and non‑discretionary management with regular monitoring and quarterly reporting through client custodians. IndiWealth employs a mix of analytical approaches — including modern portfolio theory, fundamental and quantitative analysis, charting/technical methods — and uses instruments such as ETFs, REITs, TIPS, commodities, annuities and options (including covered, uncovered and spread strategies).
Noteworthy among peers, IndiWealth explicitly serves institutional clients (charitable organizations and corporations), a service less common for independent advisers, while also maintaining a regularly published weekly newsletter. The brochure discloses the use of custodians such as Schwab Institutional and Altruist, and it notes affiliated outside business activities and written policies intended to address potential conflicts of interest and the fair allocation of investment opportunities.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Options & derivatives strategies
Real estate investing
Annuities
College savings (529s, UTMA, etc.)
Fee options
Fixed financial planning fees between $500 and $10,000.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.50% $5,000,001+: 0.30%
Weekly subscription newsletter, provided free of charge.
Main office location
IndiWealth
11670 Fountains Dr, Ste 200
Maple Grove MN 55369, United States
Number of offices
1
Most active in
IndiWealth has reported serving >5 clients in these states in the last 12 months.
Minnesota · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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