Individual & Family Wealth. Qualified Retirement Plan Administration. Non-Profit Organizations & Foundations. Indiana Trust Wealth Management is a trusted provider of wealth management services, specializing in individual & family wealth, qualified retirement plan administration, and nonprofit organizations & foundations. Chartered in 1988 as the first independent trust company in the state of Indiana, and now with more than $2 billion in assets under management, Indiana Trust is deeply committed to the communities it serves. Leveraging highly personalized service with a mission-driven approach, Indiana Trust Wealth Management remains dedicated to increasing financial security by providing superior, ethical, and unbiased wealth management and advisory solutions – delivering legacies built on trust. • Investment Management • Financial Planning • Trust & Estate Administration • Estate Settlement • Individual Retirement Planning • IRA Rollovers • Qualified Retirement Plan / Employee Benefit Plan Administration • Non-Profit / Foundations / Endowment Services With offices in Mishawaka, Elkhart, and Muncie, Indiana Trust offers comprehensive wealth management strategies for individual and family wealth, business retirement plans, charitable organizations, foundations and endowments – delivered with the fiduciary standard of care, a multigenerational commitment, and excellence in stewardship. From generation to generation, we deliver legacies - built on trust. Now offering Socially Responsible Investing and ESG portfolios, because we care about the environment as much as you do. #SociallyResponsibleInvesting #SRI #ESG #SustainableInvesting #GreenInitiatives #IndianaTrustWealthManagement #LegaciesBuiltOnTrust #TrustIsTheWayWeDoBusiness When you're ready to take the next step, talk with Indiana Trust.
View Top Employees from Indiana Trust Wealth ManagementWebsite | http://www.indtrust.com |
Revenue | $9.3 million |
Funding | $350000 |
Employees | 43 (33 on RocketReach) |
Founded | 1988 |
Address | 4045 Edison Lakes Parkway Suite 100, Mishawaka, Indiana 46545, US |
Phone | (574) 271-0374 |
Fax | (574) 271-0378 |
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Industry | Financial Services, Finance General, Finance |
Web Rank | 21 Million |
Keywords | Indiana Trust Mishawaka, Financial Institutes In Muncie Indiana |
Competitors | AOG Wealth Management Inc., Baker Street Advisors, JFS Wealth Advisors, Market Street Trust Company, Trust Company of the South |
SIC | SIC Code 673 Companies, SIC Code 67 Companies |
NAICS | NAICS Code 52399 Companies, NAICS Code 523991 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Indiana Trust Wealth Management employee's phone or email?
The Indiana Trust Wealth Management annual revenue was $9.3 million in 2024.
Cheron Merten is the Vice President, Director of Compliance of Indiana Trust Wealth Management.
33 people are employed at Indiana Trust Wealth Management.
Indiana Trust Wealth Management is based in Mishawaka, Indiana.
The NAICS codes for Indiana Trust Wealth Management are [52399, 523991, 52, 523, 5239].
The SIC codes for Indiana Trust Wealth Management are [673, 67].