Peloton Wealth Strategists, Inc.

Peloton Wealth Strategists, Inc. (CRD# 109775) is a financial advisory firm headquartered in Indianapolis, IN. They manage $172,953,761 in 292 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    173
    MILLION
  • Total Number of Accounts
    292
    ACCOUNTS
  • Average Account Value
    $592,307
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IN, KY, TX

Financial Advisors at Peloton Wealth Strategists, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Stephen P. Carr
CRD#: 2784322
8500 Keystone Crossing, Suite 450, Indianapolis, IN 46240
100
Wealthminder
score

Steve Carr (CRD# 2784322) is an Investment Advisor Representative working at Peloton Wealth Strategists, Inc. in Indianapolis, IN and has over 19 years of experience in the finance industry. He holds a BA in Business Administration from Taylor University, an MBA in Finance and Derivative Markets from Loyola University-Chicago, and is a CFA charterholder. 

 

Peloton manages custom investment portfolios and provides strategic financial advice on a fee-only basis. Please visit pelotonwealth.com to learn more. 

2
Matthew K. Bradley
CRD#: 4641232
8500 Keystone Crossing, Suite 450, Indianapolis, IN 46240
93
Wealthminder
score

Matthew Bradley (CRD# 4641232) is an Investment Advisor Representative working at Peloton Wealth Strategists, Inc. in Indianapolis, IN and has over 15 years of experience in the finance industry.

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