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Wetzel Investment Advisors, Inc.

● SEC registered since 2020CRD 305301SEC# 801-117718Indianapolis, IN
Export (members)
Reg. AUM
$289M
Employees
10
Accounts
1,304
Location
Indianapolis, IN

Wetzel Investment Advisors, Inc. assets under management

Wetzel Investment Advisors, Inc. is an investment advisory firm registered with the SEC based in Indianapolis, IN. The firm has been registered since 2020. It reports $289 million in regulatory assets under management and employs 10 people.
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Wetzel Investment Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Heidi Wetzel Hargis ControlChief Compliance Officer25-50%2020
Robert Hickey WetzelFinancial AdviserUnder 5%2009
Sarah Elizabeth Boston ControlPresident50-75%2021

Frequently asked questions

How much does Wetzel Investment Advisors, Inc. manage?

Wetzel Investment Advisors, Inc. reports $289 million in regulatory assets under management on its Form ADV.

How many employees does Wetzel Investment Advisors, Inc. have?

Wetzel Investment Advisors, Inc. reports 10 employees.

Where is Wetzel Investment Advisors, Inc. located?

Wetzel Investment Advisors, Inc. is based in Indianapolis, IN and has been SEC-registered since 2020.

Does Wetzel Investment Advisors, Inc. disclose fund performance?

Wetzel Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7320 US 31 S, Indianapolis, IN 46227
Phone317-859-2502
Fax317-859-2503
Office hours8:00a.m.-4:30p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$287.3M
Non-discretionary$1.6M
Total (RAUM)$289M