{"url":"https://nivawealth.com/firms/indelible-wealth-group-166864","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/166864","regulatoryAum":156030869,"crd":"166864","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4225460","suffix":null,"lastName":"BROOKS","firstName":"JASON","middleName":"MATTHEW"},{"crd":"1514793","suffix":null,"lastName":"GALE","firstName":"LAWRENCE","middleName":"DEAN"},{"crd":"3050071","suffix":null,"lastName":"GUTIERREZ","firstName":"JOHN","middleName":"JOSEPH"},{"crd":"4008290","suffix":null,"lastName":"RODGERS","firstName":"CARSHON","middleName":"RENEE"},{"crd":"4220008","suffix":null,"lastName":"WIGGINS","firstName":"STEVEN","middleName":"RICHARD"}],"total":5,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-02-07","regulatoryAum":120361359,"clients":145,"employees":5,"offices":5},{"filedOn":"2025-03-07","regulatoryAum":139172069,"clients":152,"employees":5,"offices":5},{"filedOn":"2026-02-05","regulatoryAum":156030869,"clients":160,"employees":5,"offices":5}],"secFileNumber":"801-129652","legalName":"Indelible Wealth Group LLC","displayName":"Indelible Wealth Group","slug":"indelible-wealth-group-166864","website":"https://indeliblewealth.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/166864/15e3b3f4f4758236-r1.webp","tone":"light","width":1070,"height":200,"sourceUrl":"https://www.indeliblewealth.com/","sourceLabel":"Indelible Wealth Group, website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"xUrl":"https://twitter.com/indeliblewg","founded":null,"organization":"Colorado limited liability company","fiscalYearEnd":"December","headquarters":{"street":"","city":"","state":"","stateName":"","country":"","postalCode":null},"tradeNames":[],"registration":{"secApproved":"7 March 2024","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":965949.91875,"staff":{"employees":5,"advisory":5,"brokerDealerReps":0,"insuranceAgents":1,"promoters":0},"aum":{"regulatory":156030869,"discretionary":139871825,"discretionaryAccounts":452,"nonDiscretionary":16159044,"nonDiscretionaryAccounts":34,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":95,"regulatoryAum":32150649},{"label":"High-net-worth individuals","clients":65,"regulatoryAum":122401338},{"label":"Pension and profit-sharing plans","clients":null,"fewerThan5":true,"regulatoryAum":1370559},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":108323}],"feePrograms":[{"role":"other","program":"Financial planning services","summary":"Stand-alone financial planning is billed at up to $250 per hour, or a fixed fee of up to $2,500 per engagement.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006826","versionId":1006826,"submittedOn":"2026-02-05","documentName":"DISCLOSURE BROCHURE (ADV PART 2A AND 2B)"},{"role":"other","program":"Retirement plan advisory services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006826","versionId":1006826,"submittedOn":"2026-02-05","documentName":"DISCLOSURE BROCHURE (ADV PART 2A AND 2B)"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:40:02.876074+00:00","documents":[{"name":"DISCLOSURE BROCHURE (ADV PART 2A AND 2B)","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006826","versionId":1006826,"submittedOn":"2026-02-05"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Smithfield, RI","smaAssets":59788338},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"Westlake, TX","smaAssets":85382874}],"custodyNote":"Indelible Wealth Group has custody of $418K in client assets for 2 clients.","otherCustodians":[],"leadership":[{"name":"Jason Brooks","title":"President and Chief Compliance Officer","crd":"4225460"}],"ownership":[{"label":"Jason Brooks","detail":"President and chief compliance officer in the 75% or more ownership band and a control person, since January 2013."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":4,"privateResidences":3},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"Colorado","offices":1,"addresses":[{"street":"440 Mountain Ave","city":"Berthoud"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"970-532-5842","stateRegisteredReps":5,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services"],"financialPlanningClients":"51-100","assetMix":[{"label":"Exchange-traded equity securities","percent":73},{"label":"Securities issued by registered investment companies or business development companies","percent":18},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":1},{"label":"Cash and cash equivalents","percent":8}],"privateFunds":0},"sources":{"adv1FilingDate":"5 February 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/166864/PDF/166864.pdf","brochureDate":"5 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1006826","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Indelible Wealth Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Indelible Wealth Group offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Indelible Wealth Group use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Indelible Wealth Group have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Indelible Wealth Group invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Indelible Wealth Group?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Indelible Wealth Group get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Indelible Wealth Group?","answer":"Its phone number is 970-532-5842. Its website is indeliblewealth.com.","source":"Form ADV Part 1A, Item 1.F, filed 5 February 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}