A complete list of active advisors currently associated with IndiWealth

Warmer can help you find a great advisor at IndiWealth or one who fits your needs even better.

IndiWealth LLC provides portfolio management and financial planning to individuals (including high‑net‑worth clients), as well as charitable organizations and corporate entities. The firm also publishes a free weekly IndiWealth Newsletter delivered electronically and states there is no account minimum for its services. The firm documents an Investment Policy Statement for each client and offers both discretionary and non‑discretionary management with regular monitoring and quarterly reporting through client custodians. IndiWealth employs a mix of analytical approaches — including modern portfolio theory, fundamental and quantitative analysis, charting/technical methods — and uses instruments such as ETFs, REITs, TIPS, commodities, annuities and options (including covered, uncovered and spread strategies). Noteworthy among peers, IndiWealth explicitly serves institutional clients (charitable organizations and corporations), a service less common for independent advisers, while also maintaining a regularly published weekly newsletter. The brochure discloses the use of custodians such as Schwab Institutional and Altruist, and it notes affiliated outside business activities and written policies intended to address potential conflicts of interest and the fair allocation of investment opportunities.

To learn more about the advisors currently working at IndiWealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Jeremy Bryan	Maple Grove, MN	11

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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