REIFY WEALTH ADVISORS, INC.
  • REIFY WEALTH ADVISORS, INC.
  • WORLEY ERHART-GRAVES FINANCIAL ADVISORS
  • WORLEY FINANCIAL GROUP, INC.
  • WORLEY FINANCIAL GROUP
  • WORLEY ERHART-GRAVES FINANCIAL ADVISORS, INC.

Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 02/25/2022
Other registrations (6)
ADV Location INDIANAPOLIS, IN, United States
Contact Info 317 xxxxxxx
Websites
AUM* 524,414,189 30%
of that, discretionary 0
Number of Employees 15 36%
of those in investment advisory functions 11 22%
Private Fund GAV* 0
Avg Account Size 597,964 32%
% High Net Worth 55.47% 18%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges

Reported AUM

524M 449M 375M 300M 225M 150M 75M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser MARK GILLAM ENTERPRISES Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM210.3m #Funds-
Adviser RW BAKER WEALTH MANAGEMENT GROUP LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM134.9m #Funds-
Adviser BYRON FINANCIAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM600.2m #Funds-
Adviser GLENEAGLES INVESTMENT ADVISORS, LLC Hedge Fund47.4k Liquidity Fund- Private Equity Fund2.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund6.3m Total Private Fund GAV8.5m AUM3.1b #Funds4
Adviser AMUNI FINANCIAL, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM194.6m #Funds-
Adviser PORT ONE INVESTMENTS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM62.1m #Funds-
Adviser STRATEGIC FINANCIAL MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM166.8m #Funds-
Adviser CARPENTER, CLAYDON ADVISORS, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM294.9m #Funds-
Adviser BIRNAM WOOD CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM106.1m #Funds-
Adviser EKS ASSOCIATES Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM324.3m #Funds-