Indelible Wealth Group provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 51–100 clients last fiscal year.
Indelible Wealth Group reports 160 clients. They include 95 individual clients and 65 high-net-worth individuals. Of its assets, 89.6% ($140M across 452 accounts) are managed with discretion; $16.2M across 34 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 59% | 21% |
| High-net-worth individuals | 41% | 78% |
| Pension and profit-sharing plans | Fewer than 5 | <1% |
| Charitable organizations | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 95 | $32.2M | 20.6% | $338K |
| High-net-worth individuals | 65 | $122M | 78.4% | $1.88M |
| Pension and profit-sharing plans | Fewer than 5 | $1.37M | 0.9% | — |
| Charitable organizations | Fewer than 5 | $108K | 0.1% | — |
| Total | 160 | $156M | 100% | — |
- Clients
- 95
- Regulatory AUM
- $32.2M
- AUM share
- 20.6%
- Avg. per client
- $338K
- Clients
- 65
- Regulatory AUM
- $122M
- AUM share
- 78.4%
- Avg. per client
- $1.88M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.37M
- AUM share
- 0.9%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $108K
- AUM share
- 0.1%
- Avg. per client
- —
Total
- Clients
- 160
- Regulatory AUM
- $156M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Indelible Wealth Group is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial planning services
- Stand-alone financial planning is billed at up to $250 per hour, or a fixed fee of up to $2,500 per engagement.
- Retirement plan advisory services
- Plan advisory fees, billed quarterly on plan assets, are 0.65% up to $500,000, 0.50% to $2,500,000, 0.40% to $5,000,000 and 0.25% above $5,000,000.
Jason Brooks owns 75% or more of Indelible Wealth Group. The leadership team of Indelible Wealth Group includes President Jason Brooks. It has 5 employees.
Leadership
- Jason BrooksPresident and Chief Compliance Officer
Investment adviser representatives
5 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 5 in advisory functions
- 5 state-registered reps
- 1 insurance agent
- Owns 75% or more of Indelible Wealth Group LLC
Jason Brooks
Control person · since January 2013
Indelible Wealth Group’s regulatory assets grew from $120M (February 2024) to $156M (February 2026); clients rose from 145 to 160 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $156M | 160 | 5 | 5 |
| Mar 2025March 2025 | $139M | 152 | 5 | 5 |
| Feb 2024February 2024 | $120M | 145 | 5 | 5 |
Besides its headquarters, Indelible Wealth Group has 4 offices (3 private residences, listed without an address), with 2 listed addresses in 1 state.
Colorado · 1 listed address
- 440 Mountain Ave, Berthoud
Contact and registration details
- Legal name
- Indelible Wealth Group LLC
- Headquarters
- Not reported
- Website
- indeliblewealth.com
- Phone
- 970-532-5842
- SEC file
- 801-129652
- Structure
- Colorado LLC
- Fiscal year end
- December
Indelible Wealth Group’s named custodians for separately managed accounts are Charles Schwab ($85.4M, 59%) and Fidelity ($59.8M, 41%). Indelible Wealth Group has custody of $418K for 2 clients.
- FidelityFidelity Brokerage Services LLC · Smithfield, RI · $59.8M41%
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $85.4M59%
At year end, Indelible Wealth Group’s separately managed accounts were mostly in stocks (73%) and funds (19%).
What the accounts hold
- Stocks73%
- Funds19%
- Registered funds18%
- Pooled vehicles1%
- Cash8%
How many clients does Indelible Wealth Group have?
Indelible Wealth Group has 160 clients and manages $156 million for them, as of February 2026. They include 95 individual clients and 65 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 February 2026
What services does Indelible Wealth Group offer?
Indelible Wealth Group provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Indelible Wealth Group use?
Indelible Wealth Group’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $85.4M and Fidelity Brokerage Services LLC (Smithfield, RI), with $59.8M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 February 2026
How many financial advisors does Indelible Wealth Group have?
Indelible Wealth Group has 5 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 1 employee is a licensed insurance agent.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Indelible Wealth Group invest in?
At the end of its last fiscal year, Indelible Wealth Group’s separately managed accounts held 73% exchange-traded equities, 18% registered funds (mutual funds, ETFs, BDCs), 8% cash and equivalents and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Indelible Wealth Group?
Indelible Wealth Group’s direct owner is Jason Brooks (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 February 2026
How does Indelible Wealth Group get paid?
Indelible Wealth Group is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Indelible Wealth Group?
Its phone number is 970-532-5842. Its website is indeliblewealth.com.