RIA Intelligence

CROWE WEALTH MANAGEMENT, LLC

CRD #125346 SEC #801-62059 INDIANAPOLIS, IN 317-706-2770
SEC Registered
Total AUM
$674.6M
Discretionary
$0
Employees
10
Clients
51
Accounts
233

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 23, 2007
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ALLEN, CHARLES, MIBOARD MANAGERNA Control
ARFORD, FRANK, AIBOARD MANAGERNA Control
BOUFFARD, DONALD, EIMANAGING EXECUTIVENA Control
DEAN, TIMOTHY, MAURICEIBOARD MANAGERNA Control
DEAN, TIMOTHY, MAURICEIBOARD MANAGERNA Control
DEAN, TIMOTHY, MAURICEIBOARD MANAGERNA Control
HILDEBRAND, MARK, LELANDIBOARD MANAGERNA Control
HILDEBRAND, MARK, LELANDIBOARD MANAGERNA Control
MCHUGH, MICHAEL, SHANNONIFINANCIAL ADVISORNA
MCHUGH, MICHAEL, SHANNONIMANAGING EXECUTIVENA Control
MCHUGH, MICHAEL, SHANNONIMANAGING EXECUTIVENA Control
MILLIGAN, GARY, KIBOARD MANAGERNA Control
MILLIGAN, GARY, KIBOARD MANAGERNA Control
MITCHELL, SUSAN, ELAINEIVICE PRESIDENT, CHIEF COMPLIANCE OFFICERNA
MITCHELL, SUSAN, ELAINEIVICE PRESIDENT, CHIEF COMPLIANCE OFFICERNA
MITCHELL, SUSAN, ELAINEIVICE PRESIDENT, CHIEF COMPLIANCE OFFICERNA
STROMAN, JEFFERY, HALIBOARD MANAGERNA Control
STROMAN, JEFFERY, HALIBOARD MANAGERNA Control
STROMAN, JEFFERY, HALIBOARD MANAGERNA Control
CROWE GROUP LLPDEMEMBERD Control
CROWE GROUP LLPDEMEMBERD Control
CROWE GROUP LLPDEMEMBERD Control
OXFORD FINANCIAL GROUP, LTDDEMEMBERD Control
OXFORD FINANCIAL GROUP, LTDDEMEMBERD Control
OXFORD FINANCIAL GROUP, LTDDEMEMBERD Control

Registrations

Federal

IA
Mar 23, 2007 REGISTERED

Notice Filings (13)

CO DC FL IL IN KY MD MI NC NJ NY OH TN

Address

3815 RIVER CROSSING PRKWY
SUITE 300
INDIANAPOLIS, IN 46240
USA
Phone: 317-706-2770