Cherry Wealth Management LLC
Firm details
- Headquarters
- Lebanon, Indiana
- CRD number
- 340992
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Cherry Wealth Management LLC is a limited liability company based in Indiana that offers financial planning and portfolio management services aimed at individuals and small businesses. The firm is also registered with the SEC (registered year: Unknown) and operates as an insurance broker in addition to its advisory activities. Ownership is held by an individual principal and the adviser is classified as Unclassified in the snapshot data. Services are delivered on a mix of billing structures — percentage of assets under management, hourly fees, and fixed fees — which suggests flexibility to accommodate different client engagements. The firm does not identify as a multi-state adviser, is not flagged as an active ESG investor, and does not present itself as a capital allocator or pension consultant.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Lebanon, IN
Boone
Location
Lebanon, IN
Headquartered in Lebanon, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- Boone
- Address
- 1120 Sherri Ln
- Time zone
- ET (UTC-5)
- Office locations
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