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INDELIBLE WEALTH GROUP

· CRD 166864 · IAPD ↗ · indeliblewealth.com · (970) 532-5842

$156.0MRegulatory AUM
5Advisory reps
5Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2025 — INDELIBLE WEALTH GROUP now reports custody of client assets ($1.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
April 2024 — INDELIBLE WEALTH GROUP (location n/a) is newly SEC-registered with $120.4M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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