Brett A. Faitlowicz

ASSET & WEALTH MANAGEMENT SEARCH LLC

Lost Angeles, CA

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CRD#: 7234102

Professional summary

Brett Adam Faitlowicz, who also goes by Brett Fait, is a registered financial advisor currently at ASSET & WEALTH MANAGEMENT SEARCH LLC located in Lost Angeles, California and INDEX TECHNOLOGIES GROUP LLC located in Los Angeles, California.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Brett has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brett Fait

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Asset & Wealth Management Executive Search, LLC - Executive Recruiter & Owner - Non-investment-related - Los Angeles, CA - Beginning 7/2013

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Adam Faitlowicz's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 6, 2021 - Present

ASSET & WEALTH MANAGEMENT SEARCH LLC

RIA

CRD#: 307876

Lost Angeles, CA

Current

February 21, 2025 - Present

INDEX TECHNOLOGIES GROUP LLC

RIA

CRD#: 327771

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

INDEX TECHNOLOGIES GROUP LLC

CRD#: 327771 / SEC#: 801-128809

RIA

Registered Investment Advisory firm - (9/29/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/10/2021)

IAR

New York
(4/6/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/13/2016

Uniform Investment Adviser Law Examination

Current Firm

INDEX TECHNOLOGIES GROUP LLC

CRD#: 327771 / SEC#: 801-128809

RIA

Registered Investment Advisory firm - (9/29/2023 Approved)

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Contact information

Main Address

10 E. 53rd Street Suite 1400, New York, NY 10022

Mailing Address

Phone number

(212) 466-6760

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INDEX TECHNOLOGIES GROUP LLC APPENDIX 1 (6/30/2025)

INDEX TECHNOLOGIES GROUP, LLC ADV BROCHURE (6/30/2025)

Regulatory assets under management

Total Number of Accounts	127
AUM (Assets Under Management)	$ 104,951,495

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Brett A. Faitlowicz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Adam Faitlowicz's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASSET & WEALTH MANAGEMENT SEARCH LLC

INDEX TECHNOLOGIES GROUP LLC

Primary Firm SEC Registration

INDEX TECHNOLOGIES GROUP LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/13/2016

Current Firm

INDEX TECHNOLOGIES GROUP LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INDEX TECHNOLOGIES GROUP LLC

TRUST BUT VERIFY

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