SourcingSourcing

BISCHOFF WEALTH MANAGEMENT GROUP, LLC

B56
CRD 171652·SEC 801-106594·GREENWOOD, IN
AUM
$222.0M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$666K
@ 30% margin
Est. Deal Value
$5.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD
171652
SEC file #
801-106594
EIN
—
DBA names
—

Economics

AUM
$222.0M
AUM band
$100M-$500M
AUM trajectory
'20'26
$151.1M → $222.0M▲ +47%
Client mix
Individuals Other243
Individuals High Net Worth114
Corporations21

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
1 advisors → 2 advisors▲ +100%
Primary office
GREENWOOD IN
Branches
—

Custodian & Brokerage

Primary custodian
Wells Fargolow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
bischoffwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BISCHOFF, BRIAN, ROBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BISCHOFF, BRIAN, ROBERT
DUNN, KENDAL, THOMAS
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
BISCHOFFWEALTH.COM
Rdap Domain Creation Date
2015-08-25T22:59:20Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2667
Soi Zip Pct 200k Plus
0.0579
Soi Zip Returns 200k Plus
930
Soi Zip Total AGI
1,265,773
Fdic Zip Total Deposits
25,719,480,000
Fdic Zip Branch Count
558
Fdic Zip Top Banks
PNC Bank, National Association
Fifth Third Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Wells Fargo4
E*trade4
Fdic Zip Branches Raw
First of America Bank-IndianaGreenwood, IN
Citizens Bank of Central IndianaGreenwood, IN
Fdic Zip HHI
598.95
Fdic Zip Top Bank Share Pct
11.16
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-25T22:59:20Z
Rdap Domain Last Changed
2025-08-11T12:44:26Z
Rdap Nameservers
Ns45.domaincontrol.comNs46.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI48,699
Returns4,060
Stub 2
AGI131,061
Returns3,540
Stub 3
AGI149,323
Returns2,420
Soi Zip Total Business Income
32,321
Soi Zip Total Cap Gains
39,912
Soi Zip Total Dividends
21,442
Soi Zip Total Returns
16,050
Top Owner CRD
2564187
Trust Company Affiliate
No

People (2)

2
BISCHOFF, BRIAN, ROBERT
IAR · Direct Owner · 87.5%
2564187
DUNN, KENDAL, THOMAS
Executive Officer · 2.5%
5648146