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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Indiana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 13, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| DUNN, KENDAL, THOMAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| DUNN, KENDAL, THOMAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| DUNN, KENDAL, THOMAS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DUNN, KENDAL, THOMAS | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATIONS OFFICER | NA | Control |
| DUNN, KENDAL, THOMAS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DUNN, KENDAL, THOMAS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DUNN, KENDAL, THOMAS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DUNN, KENDAL, THOMAS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DUNN, KENDAL, THOMAS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DUNN, KENDAL, THOMAS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DUNN, KENDAL, THOMAS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DUNN, KENDAL, THOMAS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DUNN, KENDAL, THOMAS | I | CHIEF OPERATIONS OFFICER | NA | Control |
| RYPKEMA, BRIAN, JAMES | I | CHIEF COMPLIANCE OFFICER AND MANAGER | NA | Control |
| BISCHOFF, BRIAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | MANAGING MEMBER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | MANAGING MEMBER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | CHIEF COMPLIANCE OFFICER AND MANAGING MEMBER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | MANAGING MEMBER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| BISCHOFF, BRIAN, ROBERT | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
Registrations
Federal
IA
Mar 13, 2025 REGISTERED
Notice Filings (5)
AZ CA FL IN TX
Address
107 NORTH STATE ROAD 135SUITE 207
GREENWOOD, IN 46142
United States
Phone: (317) 851-9718