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PILE WEALTH MANAGEMENT

INDIANAPOLIS, IN · CRD 111536 · IAPD ↗ · pilewealth.com · (317) 269-3454

$188.7MRegulatory AUM
5Advisory reps
5Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
December 2025 — PILE WEALTH MANAGEMENT grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
April 2025 — PILE WEALTH MANAGEMENT notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — PILE WEALTH MANAGEMENT shrank from 4 to 2 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
February 2024 — PILE WEALTH MANAGEMENT reported RAUM up 27% ($107.7M -> $136.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
February 2024 — PILE WEALTH MANAGEMENT now reports custody of client assets ($15.1M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.