GETTINGS BUSCH WEALTH MANAGEMENT
Firm details
- Headquarters
- LAFAYETTE, Indiana
- CRD number
- 306757
- Registered since
- January 2, 2020
- Website
- www.gettingsreed.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI72.4%
- Individuals26.47%
- Charitable Organizations0.96%
- Corporations / Businesses0.17%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Gettings Busch Wealth Management is an independent, individual-owned RIA organized as an LLC and SEC-registered in 2020. The firm serves both individual and family clients as well as institutional accounts, providing fee-based planning and discretionary portfolio management alongside selection-of-advisers and pension consulting services. Its compensation model blends percentage-of-AUM fees with fixed fees. The firm reports it is a capital allocator rather than a pure in-house product shop and does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities79%
- Public Funds/Mutual Funds15%
- Cash & Cash Equivalents6%
Contacts
3 of 10Brian Iles
IARCRD 8211026
CHAD GIFFORD
Financial AdvisorCRD 7255433
Reed Hubbert
Financial PlannerCRD 7842324
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 134Active vs passive
$329M in ETFs
53%
$174M
39%
$155M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT) | BlackRock | Passive | Large Blend | $17.9M | 125,569 | 5.44% |
Location
LAFAYETTE, IN
TIPPECANOE
Location
LAFAYETTE, IN
Headquartered in LAFAYETTE, IN, anchoring the Lafayette-West Lafayette-Frankfort, IN metro in the Midwest.
- Metro area
- Lafayette-West Lafayette-Frankfort, IN
- Region
- Midwest
- County
- TIPPECANOE
- Address
- 672 Main St
- Time zone
- ET (UTC-5)
- Office locations
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