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KM

Kyle E. Musleh

MUSLEH WEALTH MANAGEMENT LLC
CARMEL, IN
Some features on this profile are disabled
CRD#: 7501768
KM

Professional summary

Kyle Edward Musleh, who also goes by Kyle E Musleh, is a registered financial advisor currently at MUSLEH WEALTH MANAGEMENT LLC located in Carmel, Indiana.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kyle has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kyle E Musleh

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.
1) 03/30/2023 - Kyle Edward Musleh DBA Musleh Financial Group- Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 06/28/2012 - 112 Hours Per Month/ 70 Hours During Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kyle Edward Musleh's 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

July 15, 2025 - Present

MUSLEH WEALTH MANAGEMENT LLC

RIA
CRD#: 337428
CARMEL, IN
Past

November 1, 2023 - October 14, 2025

BRASS TAX WEALTH MANAGEMENT

RIA
CRD#: 285249
Carmel, IN
Past

May 18, 2023 - April 26, 2024

LPL FINANCIAL LLC

RIA
CRD#: 6413
CARMEL, IN
Past

May 18, 2023 - July 21, 2025

LPL FINANCIAL LLC

BD
CRD#: 6413
CARMEL, IN

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
Florida
(11/10/2025)
IAR
Indiana
(7/15/2025)
IAR
Texas
(8/19/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 4/17/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 5/17/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/18/2021
Securities Industry Essentials Examination

Current Firm

MW
MUSLEH WEALTH MANAGEMENT LLC
MUSLEH WEALTH MANAGEMENT LLC

CRD#: 337428 / SEC#:

Florida
Registered Investment Advisory firm - (11/10/2025 Approved)
Indiana
Registered Investment Advisory firm - (7/15/2025 Approved)
Texas
Registered Investment Advisory firm - (8/19/2025 Approved)
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Contact information

Main Address
Carmel, IN
Mailing Address
Phone number
(317) 800-9575
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts141
AUM (Assets Under Management)$ 33,892,881

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.

Company Information

MUSLEH WEALTH MANAGEMENT LLC

CRD#: 337428Carmel, IN

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