Dakota
Dakota
Book a Demo
Talk to an Expert

Indiana Trust Wealth Management

EST. AUM
$2,500,000,000

CONTACTS
4

CLIENT ACCOUNTS

Firm Details

Metro area South Bend
CRD Number
Website indtrust.com
Client types

Overview

Indiana Trust Wealth Management is a privately held, fiduciary-based wealth management firm headquartered in Elkhart, Indiana. Established to serve individuals, families, foundations, retirement plans, and nonprofit institutions, the firm provides discretionary investment management, trust and estate services, and financial planning. As a corporate fiduciary, Indiana Trust is legally bound to act in its clients’ best interests, offering independent and conflict-free advice. The firm maintains additional offices in Mishawaka and Muncie, and manages multigenerational wealth across a wide range of client segments, including philanthropic and business entities.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy