WETZEL INVESTMENT ADVISORS, INC.
Legal name: BOOKENDS FINANCIAL PLANNING
CRD #305301 SEC #801-117718 INDIANAPOLIS, IN 317-859-2502
SEC Registered
Total AUM
$289M
Discretionary
$287.3M
Employees
10
Clients
251
Accounts
1,304
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $289M | $287.3M | $1.6M | 10 | 0 |
| Apr 2025 | $289M | $287.3M | $1.6M | 10 | 0 |
| Mar 2025 | $289M | $287.3M | $1.6M | 10 | 0 |
| Feb 2025 | $289M | $287.3M | $1.6M | 10 | 0 |
| May 2024 | $254.1M | $252.6M | $1.4M | 9 | 3 |
| Feb 2024 | $254.1M | $252.6M | $1.4M | 9 | 3 |
| Apr 2023 | $206.4M | $196.6M | $9.8M | 6 | 0 |
| Mar 2023 | $206.4M | $196.6M | $9.8M | 6 | 0 |
| Jun 2022 | $236.8M | $226.9M | $9.9M | 8 | 0 |
| Apr 2022 | $236.8M | $226.9M | $9.9M | 8 | 0 |
| Mar 2022 | $236.8M | $226.9M | $9.9M | 8 | 0 |
| Dec 2021 | $214.7M | $204.4M | $10.3M | 8 | 0 |
| Nov 2021 | $214.7M | $204.4M | $10.3M | 8 | 0 |
| Mar 2021 | $214.7M | $204.4M | $10.3M | 8 | 0 |
| Jul 2020 | $179.1M | $172.9M | $6.2M | 7 | 0 |
| Jun 2020 | $179.1M | $172.9M | $6.2M | 7 | 0 |
| May 2020 | $179.1M | $172.9M | $6.2M | 7 | 0 |
| Apr 2020 | $179.1M | $172.9M | $6.2M | 7 | 0 |
| Nov 2019 | $0 | $0 | $0 | 8 | 0 |
DateJun 2025
Total AUM$289M
Discretionary$287.3M
Non-Disc.$1.6M
Employees10
Clients0
DateApr 2025
Total AUM$289M
Discretionary$287.3M
Non-Disc.$1.6M
Employees10
Clients0
DateMar 2025
Total AUM$289M
Discretionary$287.3M
Non-Disc.$1.6M
Employees10
Clients0
DateFeb 2025
Total AUM$289M
Discretionary$287.3M
Non-Disc.$1.6M
Employees10
Clients0
DateMay 2024
Total AUM$254.1M
Discretionary$252.6M
Non-Disc.$1.4M
Employees9
Clients3
DateFeb 2024
Total AUM$254.1M
Discretionary$252.6M
Non-Disc.$1.4M
Employees9
Clients3
DateApr 2023
Total AUM$206.4M
Discretionary$196.6M
Non-Disc.$9.8M
Employees6
Clients0
DateMar 2023
Total AUM$206.4M
Discretionary$196.6M
Non-Disc.$9.8M
Employees6
Clients0
DateJun 2022
Total AUM$236.8M
Discretionary$226.9M
Non-Disc.$9.9M
Employees8
Clients0
DateApr 2022
Total AUM$236.8M
Discretionary$226.9M
Non-Disc.$9.9M
Employees8
Clients0
DateMar 2022
Total AUM$236.8M
Discretionary$226.9M
Non-Disc.$9.9M
Employees8
Clients0
DateDec 2021
Total AUM$214.7M
Discretionary$204.4M
Non-Disc.$10.3M
Employees8
Clients0
DateNov 2021
Total AUM$214.7M
Discretionary$204.4M
Non-Disc.$10.3M
Employees8
Clients0
DateMar 2021
Total AUM$214.7M
Discretionary$204.4M
Non-Disc.$10.3M
Employees8
Clients0
DateJul 2020
Total AUM$179.1M
Discretionary$172.9M
Non-Disc.$6.2M
Employees7
Clients0
DateJun 2020
Total AUM$179.1M
Discretionary$172.9M
Non-Disc.$6.2M
Employees7
Clients0
DateMay 2020
Total AUM$179.1M
Discretionary$172.9M
Non-Disc.$6.2M
Employees7
Clients0
DateApr 2020
Total AUM$179.1M
Discretionary$172.9M
Non-Disc.$6.2M
Employees7
Clients0
DateNov 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees8
Clients0