Investment adviser · CRD 305301
BOOKENDS FINANCIAL PLANNING
Investment adviser filing (IA)
WETZEL INVESTMENT ADVISORS, INC.
INDIANAPOLIS, IN, United States · Form ADV filed Mar 24, 2026
- Regulatory AUM
- $338M Form ADV · Item 5.F
- Client accounts
- 1,336 Accounts, not individual clients
- Employees
- 10 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 89 | $208,416,944 | 61.6% |
| Individuals | 431 | $129,710,294 | 38.3% |
| Corporations & businesses | 1 | $220,998 | 0.1% |
Filing source
Form ADV 2054433 · Mar 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters · Educational seminars
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
7320 US 31 SINDIANAPOLIS, IN, 46227, United States
CRD 305301
Filing source
Form ADV 2054433 · Mar 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.