BISCHOFF WEALTH MANAGEMENT GROUP, LLC
CRD #171652 SEC #801-106594 GREENWOOD, IN (317) 851-9718
SEC Registered
Total AUM
$196M
Discretionary
$196M
Employees
5
Clients
0
Accounts
713
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $196M | $196M | $0 | 5 | 0 |
| Mar 2024 | $195.8M | $195.8M | $0 | 6 | 0 |
| Feb 2023 | $183.2M | $183.2M | $0 | 6 | 0 |
| Mar 2022 | $208.3M | $208.3M | $0 | 5 | 0 |
| Nov 2021 | $215.8M | $208.1M | $7.7M | 5 | 0 |
| Feb 2021 | $215.8M | $208.1M | $7.7M | 5 | 0 |
| May 2020 | $159.1M | $151.6M | $7.6M | 6 | 0 |
| Mar 2020 | $159.1M | $151.6M | $7.6M | 6 | 0 |
| Mar 2019 | $151.1M | $145.4M | $5.8M | 4 | 0 |
| Apr 2018 | $143.6M | $139.4M | $4.3M | 4 | 0 |
| Mar 2018 | $143.6M | $139.4M | $4.3M | 4 | 0 |
| Sep 2017 | $130.6M | $130.6M | $0 | 4 | 300 |
| Aug 2017 | $130.6M | $130.6M | $0 | 4 | 300 |
| Feb 2017 | $130.6M | $130.6M | $0 | 4 | 300 |
| Jan 2017 | $132M | $132M | $0 | 1 | 200 |
| Dec 2016 | $132M | $132M | $0 | 1 | 200 |
| Apr 2016 | $130.5M | $130.5M | $0 | 1 | 200 |
| Jan 2016 | $130.5M | $130.5M | $0 | 1 | 200 |
| Nov 2015 | $102M | $102M | $0 | 1 | 0 |
| Sep 2015 | $0 | $0 | $0 | 1 | 0 |
| Aug 2015 | $0 | $0 | $0 | 1 | 0 |
DateMar 2025
Total AUM$196M
Discretionary$196M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$195.8M
Discretionary$195.8M
Non-Disc.$0
Employees6
Clients0
DateFeb 2023
Total AUM$183.2M
Discretionary$183.2M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$208.3M
Discretionary$208.3M
Non-Disc.$0
Employees5
Clients0
DateNov 2021
Total AUM$215.8M
Discretionary$208.1M
Non-Disc.$7.7M
Employees5
Clients0
DateFeb 2021
Total AUM$215.8M
Discretionary$208.1M
Non-Disc.$7.7M
Employees5
Clients0
DateMay 2020
Total AUM$159.1M
Discretionary$151.6M
Non-Disc.$7.6M
Employees6
Clients0
DateMar 2020
Total AUM$159.1M
Discretionary$151.6M
Non-Disc.$7.6M
Employees6
Clients0
DateMar 2019
Total AUM$151.1M
Discretionary$145.4M
Non-Disc.$5.8M
Employees4
Clients0
DateApr 2018
Total AUM$143.6M
Discretionary$139.4M
Non-Disc.$4.3M
Employees4
Clients0
DateMar 2018
Total AUM$143.6M
Discretionary$139.4M
Non-Disc.$4.3M
Employees4
Clients0
DateSep 2017
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees4
Clients300
DateAug 2017
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees4
Clients300
DateFeb 2017
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees4
Clients300
DateJan 2017
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees1
Clients200
DateDec 2016
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees1
Clients200
DateApr 2016
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees1
Clients200
DateJan 2016
Total AUM$130.5M
Discretionary$130.5M
Non-Disc.$0
Employees1
Clients200
DateNov 2015
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees1
Clients0
DateSep 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0