DM
DM

Dipen Kishore Mehta

9 Years of Experience
Areas of Practice
Financial Planning & CoachingInvestment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
2,745 clients
Average Client Portfolio
$651K average
Assets Under Management
$1.8B

Fee Structure

Minimum Investment:None
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Location

3625 E 96th St, Indianapolis, IN, 46240

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Dipen is involved with two LLCs, Super Amplify LLC and another unnamed LLC, neither of which are investment related. He spends a few hours per week on the first LLC and about 10-20% of his time on Super Amplify LLC.

Employment History
Current Registrations
Invst, LLC
July 2021 - Present · 4 yrs 7 mos
Previous Registrations
Prosperity Capital Advisors
January 2019 - May 2021 · 2 yrs 4 mos
Protectio Investments
April 2017 - September 2021 · 4 yrs 5 mos
Trunorth Wealth Partners
October 2016 - March 2017 · 5 mos
Bgm Trunorth Wealth Partners, LLC
July 2016 - October 2016 · 3 mos
State Registrations1 state
IN
Advisor
Exams
No exam information available for this advisor.
Dipen Kishore Mehta - Financial Advisor | TrueAdvisor